Theresa Shutt, CIO, shares her perspective on the economic and political developments that influenced the third quarter of 2026 and offers her insights on what to expect going forward.
Effectively building around a core investment portfolio can be complex. Adding investments does not automatically boost diversification, and the fortunes of those investments can remain tied to much the same macro conditions.
A 60/40 portfolio has always depended on a clear division of labour. Equities supply long-term growth while bonds generate income and soften the impact during market declines.
Warren Jones is VP, Strategic Partnerships at Harbourfront Wealth Management. In this role he is focused on strengthening Harbourfront’s growth trajectory through: Identification and development of strategic partnership opportunities across the industry; Coordination of deal sourcing and evaluation along with transaction execution and integration activities; Working with partner firms to pursue efficiency and growth opportunities; and Contributing to the continued evolution of our unique advisor value proposition. Warren brings more than 30 years of experience in wealth management, business transformation, acquisitions and strategic growth initiatives. In these capacities he has held leadership roles across consulting, banking and wealth management organizations and has significant experience in M&A, integrations and partnership development. In the arenas of asset management and wealth advisory he understands well the importance of independence along with the value of working together where beneficial collectively. Warren’s many years of lived experience working with market-leading advisors has been gained at […]