Harvest Wealth is a trusted financial planning firm with deep roots in Nova Scotia. With over 100 years of combined experience, we’ve proudly supported families throughout the Annapolis Valley and other rural communities.
Our mission is to educate and empower individuals and families in all aspects of financial well-being. From retirement and insurance planning to tax strategies, business solutions, and estate planning—we offer a wide range of services tailored to your needs.
We’re passionate about seeing our communities thrive, and we believe real change starts with small, intentional steps. At Harvest Wealth, we walk alongside you to build a more secure and prosperous future.
Our team provides outstanding wealth management strategies to a select group of successful families, and women, who are experiencing significant life changing events. We help our clients achieve financial security and comfort, giving you the confidence that you are on track to live the life that you want.
With 35 years of financial planning experience and expertise in responsible investing, Sonia is passionate about leading her clients to align their money with their values. A Certified Financial Planner (CFP®) a Registered Financial Planner (RFP), and a Responsible Investment Specialist (RIS), Sonia has been awarded the Wealth Professionals Advisor of the Year – Responsible Investments three times and is currently an excellence awardee for Wealth Professional’s Financial Literacy Champion Award and for Excellence in Philanthropy and Community Service. Sonia is co-author of Financial Success for Women by Women, and of two books about retirement planning forthcoming in 2025.
At Wagner Investment Management, we specialize in comprehensive financial planning and discretionary portfolio management for high-net-worth families. Our team is dedicated to providing personalized investment strategies with a disciplined and rules-based approach to equity selection, focusing on Canadian, US, and International equities. With a client-centric approach, we ensure tailored solutions that align with your financial goals, empowering you to make informed decisions with confidence.