We are a collaborative and growth-oriented team that encourages peer-to-peer learning, diverse perspectives and mentorship, and provides comprehensive support for every advisor and their clients.
About / Overview
A beacon of true independence
We are dedicated to empowering both advisors and clients in Canada’s financial services landscape with greater freedom and flexibility to achieve financial success.
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Our strengths
Harbourfront Wealth was built to eliminate the pain points that interrupt the advisor-client relationship, ensuring the highest standards of excellence and experience.
we are set apart by:
Collaborative culture
We are a collaborative and growth-oriented team that encourages peer-to-peer learning, diverse perspectives and mentorship, and provides comprehensive support for every advisor and their clients.
Forward thinking
Our high-caliber advisors and leaders are never satisfied with the status-quo. They actively seek new ways of doing things that enhance outcomes for our advisors and clients.
Broader investment platform
We offer a broader set of institutional-quality solutions across both public and private markets — including private equity, private debt, and private real assets.
Superior technology
Our next-generation platform simplifies and enhances the client experience and makes it easier for advisors to deliver exceptional client service with greater efficiency.
Tools & insights
Commentaries, insights and educational tools produced by our in-house Office of the CIO to support advisors and their clients.
Collaborative culture
Forward thinking
Our high-caliber advisors and leaders are never satisfied with the status-quo. They actively seek new ways of doing things that enhance outcomes for our advisors and clients.
Broader investment platform
We offer a broader set of institutional-quality solutions across both public and private markets — including private equity, private debt, and private real assets.
Superior technology
Our next-generation platform simplifies and enhances the client experience and makes it easier for advisors to deliver exceptional client service with greater efficiency.
Tools & insights
Commentaries, insights and educational tools produced by our in-house Office of the CIO to support advisors and their clients.
Our history
Harbourfront Wealth was founded in 2013 by a group of seasoned advisors determined to break away from the limitations of institution‑led platforms.
They believed advisors deserved better—and that clients did too. And they believed that all Canadians should benefit from access to private markets, not just institutions and high net worth investors.
The goal: build a truly independent firm with access to advanced products and real control over how business gets done. More than a decade later, Harbourfront Wealth remains true to that vision, serving as a modern, client-first alternative for top advisors across Canada.
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2013
Harbourfront Wealth Management is founded in Vancouver
2015
Creation of asset management firm
2018
Launch of first private markets pool and flagship Watermark Private Portfolios
2019
Expanded private market offering with private real estate pool
2019
Established charitable foundation, Harbourfront Gives
2021
Harbourfront Wealth America launches
2021
Launched leading edge TechHub
2021
Introduced new private equity pool
2022
Audax private equity partnership
2024
Established Harbourfront Wealth Counsel
2024
Successfully acquired first investment counsel business
2025
Reached $15 Billion in assets under administration