Embodying a philosophy of independent, unbiased advice with an unwavering commitment to delivering true wealth management. We are the leader in independents. Our client promise is to get you results while keeping things simple. From back-tested portfolio construction, pension-style asset management to tax and trust solutions - or whatever your needs may be - we offer holistic and specialized wealth solutions to meet your goals.
Putting it simply, we are a firm built for advisors, by advisors. Autonomy, entrepreneurship, and partnership best describe our independent business model. Voted one of Wealth Professional's 5 Star Brokerages in Canada for 2021*, our innovative product solutions, state-of-the-art technology and client-first culture of excellence, is raising the industry bar and the client experience.
Putting it simply, we are a firm built for advisors, by advisors. Autonomy, entrepreneurship, and partnership best describe our independent business model. Voted one of Wealth Professional's 5 Star Brokerages in Canada for 2021*, our innovative product solutions, state-of-the-art technology and client-first culture of excellence, is raising the industry bar and the client experience.
Services
Destiny & purpose led us to create a team of professional advisors who are carefully selected based on the highest standards of excellence. Since inception, we have maintained a philosophy of independent, unbiased advice, with an unwavering commitment to serving our clients' holistic wealth management needs.
Unlike the large investment institutions, we embody 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.
Harbourfront Wealth Management includes some of Canada's top industry talent. With locations nationwide, we have advisors to provide holistic wealth management services to meet all your needs. Our advisors have both the required and specialized professional designations, as well as extensive experience to help you gain clarity, confidence, and control over your financial future.
In 2013, a group of seasoned wealth advisors got together and decided to do something about the investment limitations which continue to plague the bank-owned, large conglomerates, and other mainstream investment dealers.
Due to a general lack of access, the large majority of investment advisors across Canada are limited to investing their clients' dollars the old way - exclusively in publicly traded securities, with no allocation to private investments.While pension plans, endowment funds, and ultra-high net worth investors have been investing in private securities for decades, these asset classes had not made their way into the retail investor portfolio.
Due to a general lack of access, the large majority of investment advisors across Canada are limited to investing their clients' dollars the old way - exclusively in publicly traded securities, with no allocation to private investments.While pension plans, endowment funds, and ultra-high net worth investors have been investing in private securities for decades, these asset classes had not made their way into the retail investor portfolio.
True wealth management involves an integrated, multilayered approach which follows a disciplined and pre-determined process. Managing your net worth involves much more than your investment accounts. The 8-Step Wealth Management Process is an integrated, multi-layered approach encompassing tax minimization planning, portfolio construction and management, retirement income planning, trusts & estate preservation as well as risk management.
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