WP Awards Sponsor SIACharts

Harbourfront Wealth Management is a Canadian-owned independent advisory firm servicing growth-oriented advisors and high-net-worth clients with approximately $4 billion of assets under administration and $2 billion of assets under management. The company is headquartered in Vancouver, BC, and has a rapidly growing network of 23 additional branches across Canada. It is a member of the Harbourfront Group of Companies, which also encompasses an insurance enterprise, a sub-advised Canadian Asset Management firm specializing in private securities, and Harbourfront Wealth America, a US registered investment advisor.

 

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. 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.

 

For more information, visit: harbourfrontwealth.com.

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