Harper Private Wealth at Wellington-Altus Private Wealth

About Us

At Harper Private Wealth, a proud member of the Wellington-Altus Private Wealth family, we believe exceptional wealth management starts with a dedicated team and a client-first mindset. Located in Vernon, BC, our team brings deep expertise, caring support, and tailored strategies to help high-net-worth Canadians achieve their financial goals.

Meet Our Team
Ron Harper, CIM, FCSI® – Senior Investment Advisor & Associate Portfolio Manager
Kali A. Peebles, CIM®, QAFP® – Senior Associate Investment Advisor
David Spencer – Senior Associate Investment Advisor

What We Do

• Wealth & Investment Management
We build and monitor customized investment portfolios designed for growth, preservation, and tax efficiency, always aligned with your goals and risk profile.

• Retirement & Legacy Planning
From retirement-income strategies to estate planning and legacy transfer, we help you plan a future that supports your lifestyle, family, and philanthropic aspirations.

• Personalized Financial Guidance
Our suite of services includes cash flow modeling, tax-efficient strategies, insurance review, and multi-generational planning so you feel confident in every area of your financial life.

• Client-Centric Experience
We pride ourselves on delivering a warm, transparent, and proactive service culture making wealth planning straightforward, insightful, and even a bit fun.

Our Promise
Clients describe working with us as having a trusted partner who cares deeply about their success, someone who simplifies complexity and makes the journey enjoyable.

Get in Touch
Ready to elevate your financial future with a team that listens, plans, and cares? Connect with us to explore how we can support your goals today and long into the future.