About / Our Businesses
Access.
Progression.
Innovation.
Established in 2013, Harbourfront Wealth has strategically grown to address the evolving requirements of our advisors and clients. Currently, our firm comprises several companies offering a comprehensive range of products and services.
Harbourfront
Wealth Management
Harbourfront Wealth Management is an investment dealer registered with the Canadian Investment Regulatory Organization (CIRO).
As a CIRO member, we adhere to rigorous standards of proficiency, training, and supervision, and are dedicated to safeguarding our clients’ assets.
Harbourfront
Wealth Counsel
Harbourfront Wealth Counsel is our home for Investment Counsel Portfolio Managers (ICPMs).
ICPMs are regulated by provincial securities commissions, and are responsible for managing client portfolios, reporting to and abiding by the regulatory authority in each province, and doing what’s best for their clients.
Harbourfront Estate
Planning Services Inc.
(HEPSI)
Harbourfront Estate Planning Services Inc. is an independent firm with a primary focus on insurance.
The company provides financial planning services for individuals and high-net-worth families, offering integrated wealth management and insurance solutions.
Harbourfront
Wealth America
Harbourfront Wealth America is a registered investment advisor (RIA) offering advisory accounts and cross-border services in the United States.
Registered with the SEC, Harbourfront Wealth America offers holistic wealth management services, including tax strategies, estate preservation and risk management services.