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...
Why this CEO is still bullish on private assets
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 Calgary portfolio management firm
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...
The Harbourfront Group Announces Acquisition of Investment Management Firm Cornerstone Investment Counsel
The Harbourfront Group Announces Acquisition of Investment Management Firm Cornerstone Investment Counsel Vancouver, British Columbia, June 13, 2024 – The Harbourfront Group (“Harbourfront”) and Harbourfront Wealth Management, a national leading independent wealth advisory and investment management firm, today announced the acquisition...
Help your client address the volatility of equity compensation
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...
TSX ends lower after notching record intraday high; up 1.7% on week
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...