Harbourfront announces acquisition to boost AUA to $8 billion
On January 31, 2023, David Harris, CFP, CIM, Wes Ashton, CIM, FCSI, and Travis Forman, BA, CFP, FMA, CIM, FCSI, were named to this year's Wealth Professional Canada Magazine's Top 50 Advisors List! This year's list includes the industry's finest, recognizing those who steered their...
Harbourfront acquires Quebec’s Rothenberg Wealth
On January 31, 2023, David Harris, CFP, CIM, Wes Ashton, CIM, FCSI, and Travis Forman, BA, CFP, FMA, CIM, FCSI, were named to this year's Wealth Professional Canada Magazine's Top 50 Advisors List! This year's list includes the industry's finest, recognizing those who steered their...
Harbourfront Announces Acquisition of $1.2 Billion CIRO Dealer
Harbourfront Announces Acquisition of $1.2 Billion CIRO Dealer Vancouver, British Columbia, October 18, 2024 – The Harbourfront Group (“Harbourfront”) today announced its acquisition of Rothenberg Wealth Management (“Rothenberg”). This deal includes a registered investment dealer under the Canadian Investment Regulatory Organization...
Which thematic ETFs should investors be looking at?
On January 31, 2023, David Harris, CFP, CIM, Wes Ashton, CIM, FCSI, and Travis Forman, BA, CFP, FMA, CIM, FCSI, were named to this year's Wealth Professional Canada Magazine's Top 50 Advisors List! This year's list includes the industry's finest, recognizing those who steered their...
Women athletes make great leaders
Women athletes make great leaders Cheer on the Olympic women athletes today, because they’ll likely be our leaders tomorrow! Julie Smulders is a proven leader, bringing over 15 years of experience in the investment management industry to her role as...
B.C. investors shift gears after capital gains change
On January 31, 2023, David Harris, CFP, CIM, Wes Ashton, CIM, FCSI, and Travis Forman, BA, CFP, FMA, CIM, FCSI, were named to this year's Wealth Professional Canada Magazine's Top 50 Advisors List! This year's list includes the industry's finest, recognizing those who steered their...
Alternative investments in the current market environment
Alternative investments in the current market environment Travis Forman, Portfolio Manager at Strategic Private Wealth Counsel – Harbourfront Wealth Management, is sharing mid-year insights with input on the alternative investment sector and the interest rate environment in a new...
Alternative Investments, the Interest Rate Environment, and 2024 Mid-Year Performance
On January 31, 2023, David Harris, CFP, CIM, Wes Ashton, CIM, FCSI, and Travis Forman, BA, CFP, FMA, CIM, FCSI, were named to this year's Wealth Professional Canada Magazine's Top 50 Advisors List! This year's list includes the industry's finest, recognizing those who steered their...
How firms use equity for succession planning, recruitment
On January 31, 2023, David Harris, CFP, CIM, Wes Ashton, CIM, FCSI, and Travis Forman, BA, CFP, FMA, CIM, FCSI, were named to this year's Wealth Professional Canada Magazine's Top 50 Advisors List! This year's list includes the industry's finest, recognizing those who steered their...
Will 2025 be a “Golden Vintage” for Private Markets?