About Us
Look, estate planning isn't exactly dinner table conversation. But it should be. We're Harvest Retirement Solutions, and we've spent 11 years helping folks in Winnipeg and beyond sort through the messy parts of legacy planning without making it messier. Here's the thing — you've worked hard your whole life. Your money, your property, your family's future. You deserve someone who actually gets it. Someone who'll sit down with you, ask real questions, and build a plan that makes sense. Not legalese. Not pressure. Just straightforward thinking about what matters to you.
Over time, we’ve built a reputation for reliability, quality, and clear communication. We treat each project as a partnership and aim for outcomes that last.
Our Core Values
The principles that guide everything we do
Honesty
We tell you what you actually need. Sometimes that's less than you think. We're not padding bills or pushing products you don't need. Straight talk. Always.
Clarity
Legalese is lazy. We explain things in plain language because it's our job to make sure you understand every piece of your plan. Confused clients make bad decisions.
Time
We don't rush. Your plan deserves attention. We sit with you as long as it takes—first meeting, follow-ups, all of it. This isn't a factory.
Family First
Your family's wellbeing is the whole point. Everything we recommend comes back to protecting them and honoring what you want for them after you're gone.
Meet Our Team
The people behind Harvest Retirement Solutions
We’re a team that values ownership, clarity, and growth. We celebrate wins, learn fast, and keep client outcomes at the center.
Margaret Chen
Founder & Lead Estate Planner
Margaret started this whole thing 11 years ago after watching her own parents struggle with estate chaos. She's got 19 years of experience in financial planning and absolutely hates unnecessary complexity. Coffee addict. Garden enthusiast.
Derek Williams
Estate Planning Specialist
Derek joined us 6 years ago and brings 14 years of legal background to the table. He's the guy who catches details others miss. Loves hiking. Terrible at poker but keeps trying anyway.
Keisha Patel
Client Coordinator
Keisha keeps our clients sane through the planning process. She's organized, patient, and genuinely remembers every family's unique situation. She'll follow up with you. Multiple times if needed.
Why Choose Us
- Experienced TeamOur professionals have decades of combined experience. We've seen it all and know how to handle any challenge.
- Quality GuaranteedWe stand behind our work with comprehensive guarantees. If you're not satisfied, we'll make it right.
- Fair PricingTransparent, competitive pricing with no hidden fees. You'll always know exactly what you're paying for.
- Proven ResultsThousands of satisfied customers and a track record of successful projects speak for themselves.
Our Story
Started back in 2013 by two people who got tired of seeing families stressed out over estate decisions. We weren't interested in becoming another big corporate shop. Instead, we planted roots right here in Winnipeg and built something different. Smaller. More personal. Over the past 11 years, we've helped 247 families—that's real people with real situations, not just case numbers. We've learned that every family's story is different, and cookie-cutter solutions don't cut it.
