Beyond 60/40: The Case for Private Market Investments in the Modern Balanced Portfolio
Beyond 60/40: The Case for Private Market Investments in the Modern Balanced Portfolio The 60/40 portfolio, allocating 60% to equities and 40% to fixed income, has long been a cornerstone of investment strategy, particularly for those seeking a balance between...
The U.S. Canada Trade War Begins
The U.S. Canada Trade War Begins Harbourfront’s Chief Investment Officer, Theresa Shutt, shares her perspective on the recent tariffs and potential trade war between Canada and the U.S. • President Donald Trump followed through on his hardline stance to enact...
Tariffs and Trade Wars: The Ultimate Zero Sum Game
Tariffs and Trade Wars: The Ultimate Zero Sum Game Background On November 25th, President-elect Donald Trump announced on social media that as one of his first executive orders, he would impose a 25% tariff on all products imported into the...
2025 Market Outlook – growing optimism despite policy fog.
2025 Market Outlook – growing optimism despite policy fog. Harbourfront’s Chief Investment Officer, Theresa Shutt, shares her perspective on the themes that influenced the markets in 2024 and offers her insights on what to expect in 2025. https://vimeo.com/1040529318/a33f22773e 2024 was...
Will 2025 be a “Golden Vintage” for Private Markets?
Will 2025 be a “Golden Vintage” for Private Markets? Harbourfront’s Chief Investment Officer, Theresa Shutt, shares her perspective on how lower interest rates will impact private market investments. Finally, at long last, the era of “higher for longer” seems to...
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...
Tariffs & trade – it’s time for Canada to break the glass