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...
Alternative Investments and their role in a retirement portfolio
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...
Are Risk Free Returns Risky?
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 advisors need to focus their technology lens on data integration, automation
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 to help clients get over TCP phobia
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...
Wealth Professional Canada’s Top 50 Advisors List
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...
Globe Advisor Weekly Newsletter Must Reads List
Travis Forman, BA, CFP, FMA, CIM, FCSI, is a Portfolio Manager at Harbourfront. Travis’ article on housing affordability and high interest rates was featured as part of The Globe and Mail’s Globe Advisor Weekly Newsletter Must Reads list on January...
Wealth Professional: How Partnership Puts Client Conversation Front and Centre
Leonard Trigg, CTO at Harbourfront, shared about his involvement with Mako and Portfolio Aid on January 26, 2023, in Wealth Professional’s news story about creating a connection between two firms in the industry.
ACG British Columbia’s 2022 Dealmakers of the Year Awards
The Association for Corporate Growth (ACG) British Columbia has named Harbourfront a finalist in the 2022 Deal of the Year Award. This award celebrates a leading British Columbia sell-side transaction. The ACG recognized the executive team and CEO, as well...
Wealth Professional: Harbourfront Sets Five-Year Business Value Target
Mark Pinto, President of Harbourfront, was interviewed about his plans for future milestones and big goals for the future of Harbourfront. In a Wealth Professional article on January 20, 2023, Mark says, “Our goal is to establish an enterprise value...