Wealth Professional: How Do Wealth Firms Vet Their Alternative Investments?
How do wealth firms vet their alternative investments? On October 12, 2022, Wealth Profesional shared key takeaways from Equiton’s recent round table session on alternative investments.
The Globe and Mail: KYC and ESG: Zeroing in on Client Values Can Pay Off for Advisors
For investment advisors, getting a deeper look at client priorities can be a big driver in building relationships and business. Daina Lawrence explores this topic in KYC and ESG: Zeroing in on client values can pay off for advisors published...
The Globe and Mail: Canada’s Top Wealth Advisors, Best in Province
Harbourfront is proud to share seven of our Advisors are ranked in Canada’s Top Wealth Advisors: Best in Province 2022 from The Globe and Mail.
The Globe and Mail: How to Budget for Renovations as More Decide to Stay In Their Homes
Todd McLay, Advisor and Portfolio Manager at Harbourfront, shares How to budget for renovations as more decide to stay in their homes in this Globe and Mail article published on September 22, 2022.
Wealth Professional: ‘An Educated Client Is a Happier, More Profitable Client’
In an article published on September 21, 2022, Wealth Professional digs into what clients are looking for with the team won this year's W.A. Robinson Asset Management Ltd. award for Advisory Team of the Year.
Kamloops & District Chamber of Commerce: Abbott Wealth Management, a Branch of Harbourfront, Was Named Employer/Practice of the Year.
Abbott Wealth Management, a branch of Harbourfront, was named Employer/Practice of the Year. Finalists were announced on July 21, 2022, by the Kamloops & District Chamber of Commerce Business Excellence Awards. Acacia Pangilinan, Executive Director of the KDCC, said, “On...
Asset TV: Bear Market Isn’t off the Table but We’re in a Better Place, Says Top Advisor
On July 7, 2022, Jenna Dagenhart of Asset TV interviewed Wes, our Director of Growth Strategy, on the current state of the markets.
The Globe and Mail: Vancouver Wealth Manager Harbourfront Group Raises Financing to Boost Growth Plans
Harbourfront secured financing from Boston-based Audax Private Equity, which valued Harbourfront at $425-million. The Globe and Mail featured Harbourfront’s recent financing and growth plans on June 14, 2022. With $4-billion in assets under administration and $2-billion in assets under management,...
Investment Executive: Harbourfront Wealth Hires VP of Business Development
Harbourfront’s Vice-President of Business Development, Ryan Ackers, was featured on Investment Executive Industry Moves on June 14, 2022. Based in Calgary, Ryan joins Harbourfront to recruit and support new advisor teams transitioning from other firms into Harbourfront’s growing network across...
Wealth Professional Canada’s 5-Star Advisory Teams List
Four Harbourfront investment advisor teams have been named to the Wealth Professional Canada Magazine 2022 5-Star Advisory Teams list.