Unlike the large institutions, Harbourfront Wealth embodies a philosophy of independent, unbiased advice with an unwavering commitment to delivering true wealth management. We do this by offering harmonized advice that intricately weaves defensive portfolio construction, income planning and projecting, tax minimization planning, estate preservation, and trust management, all with a continuous focus on the management of risk. Our advisors located in Harbourfront’s branches across Canada have been carefully selected based on high standards of excellence and integrity. They tailor client wealth plans with no incentive to use proprietary products or investment vehicles.
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Harbourfront Wealth Management reposted this
I’m grateful to have had the opportunity to attend BGC Canada’s 2024 Youth of the Year event alongside my colleague Stephan Fernandes on behalf of Harbourfront Wealth Management earlier this week. Thank you for the invitation, Rachael MacKenzie-Neill, CM., Benjamin O’Neill, MPNL! What an inspiring evening; what an impressive group of young leaders. #OpportunityChangesEverything
🎉 We're thrilled to welcome Oak Bay Wealth Group team members Konrad Kopacz, Justin Lim, Nicholas Teo, and Merriel Dean to the firm! This knowledgeable team offers holistic wealth management, exceptional client care, and advocates for pension-style investing. Join us in welcoming them!
In a new interview, Portfolio Manager Travis Forman CFP, CIM, FCSI, shares why he chooses to be a hands-on leader and “knee-deep within the funds,” that Harbourfront offers to clients. 🔗 Read more: https://lnkd.in/gsh4MuVX
Evergreen funds accounted for at least US$350 billion in global net asset value in 2023. Harbourfront's Senior Portfolio Manager, Thomas Gilman BA CFP CIM CLU FCSI, shares why in a new interview with Investment Executive https://lnkd.in/g2gNNRUZ
Harbourfront Wealth Management reposted this
Excited to be speaking at the 8th Annual Private Wealth Canada Forum on November 13th. Looking forward to discussing private wealth perspectives on the growing opportunities in alternative credit. Hope to see you there!
Harbourfront Wealth Management reposted this
The Harbourfront Gives Foundation held its Q3 board meeting today! Pleased to report that we’ve donated close to 700K to over 60 charities in just 3 yrs!
Independent advisors don't feel pressured to use a dealer's own proprietary products. You can choose what's best for your clients, like Chris J Anderson MBA, BEd, BSc, CHS, CFP®, CIM®. Reach out to Brian Mennis, CFP, RRC for a conversation about what Harbourfront Wealth Management can offer.