Complexity, Simplified
Embodying a philosophy of independent, unbiased advice with an unwavering commitment to delivering true wealth management.
Empowering you to live your best life.
Wealth management is about far more than numbers on spreadsheets. It’s about that feeling you get when your finances are managed in the most effective way possible: Confidence.
Your life and goals are unique, and your financial plan should be a reflection. This is why we approach every client interaction with intent. Through our CLEAR process we will truly get to know you and your goals, create the best roadmap to those goals, and then are right there to navigate through the journey, every step of the way.
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Wealth Considerations
Our clients benefit from completely objective advice using our integrated net worth model with open access to the tools necessary to build the best possible outcomes. The financial world is rapidly changing around us; we are here to guide, create stability, and be dynamic for our clients so they can focus on what matters most to them.
Transparency
Our team has upfront transparency with our clients, always ensuring we are on the same page
Simplified
We take the complex and put in a format that makes sense to you.
Comprehensive
Wealth is more than just investments. It includes your family, real estate, business, health and insurance solutions.
Planning for Major Purchases
Planning for major purchases may help you accumulate those items you want now and in the future with the least potential cost of borrowing.
We Are Unbiased
No sales pressure. We work together to find out your goals, and use the best options and strategies to get there.
Unconstrained
We offer advice, in an open-architecture platform.
Risk Protection
Pension style asset management with possible equity style returns in most market conditions.
Canadian 5-Star Brokerage
Harbourfront Wealth Management has been voted one of Wealth Professional’s 5 Star Brokerages in Canada for 2022 and 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.
Supported by our Custodian NBIN
With over 25 years of continuous service and a team of more than 200 professionals, National Bank Independent Network is Canada’s leading provider of custody, trade execution and brokerage solutions to independent Portfolio Managers and Investment Dealers.
NBIN is custodian for over $180 Billion in assets, over 400 Independent Firms, representing over 600,000 clients.
