Harbourfront Wealth Group will distribute about $1-billion to its advisors, employees and other shareholders after a strategic investment from Boston-based private equity firm Berkshire Partners
Harbourfront’s Chief Investment Officer, Theresa Shutt, shares her perspective on the economic and political developments that influenced the second quarter of 2026 and offers her insights on what to expect going forward.
Chris Patterson is a Financial Planner with over 20 years of experience specializing in comprehensive, planning-focused wealth strategies for individuals, families, professionals and business owners. A graduate of Simon Fraser University (BA Economics) and BCIT’s Financial Planning program, Chris is also a Certified Financial Planner (CFP®). He has helped over 100 families develop tailored financial plans designed to simplify complexity, strengthen long-term outcomes, and provide confidence across every stage of life.
The new investment will provide a material return for Harbourfront’s shareholders, including its investment advisors across its 60-plus Canadian branches.
Leonard Trigg is a member of the Harbourfront executive management team and serves as the firms Chief Technology Officer. Joining the industry in 1995 Leonard has a background in enterprise technology, finance and operations. Leonard previously served as the Chief Operating Officer and Director at Vertex One Asset Management Inc. Prior to being appointed COO he supported Vertex for 16 years as a consultant and outsourced Chief Technology Officer. For the last 25 years, Mr. Trigg also served in a consultant or executive capacity to a wide range of firms in Canada, the United States and Switzerland, specifically in the asset management and technology sectors.