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Harbourfront Wealth is home to some of Canada’s top industry talent. With advisors located nationwide, we deliver holistic wealth management services designed around your needs.
Our advisors have both the required and specialized professional designations, as well as extensive experience to help you gain clarity, confidence, and control over your financial future. If you would like to have an advisor reach out to you, please contact us. For further information, view the Know Your Advisor | CIRO Report or view our office locations.
Aaron Niman, CIM
Harbourfront Wealth Management
Senior Wealth Advisor
Adam Conconi
Harbourfront Wealth Management
Investment Advisor
Peter Szeto Investment Group
Adam Pukalo
Harbourfront Wealth Management
Portfolio Manager
Pukalo Prairie Wealth Group
Adam Vickers
Harbourfront Wealth Management
Wealth Advisor, Senior Planning Associate
Strategic Private Wealth Counsel
Adrian Blake, CFP
Harbourfront Wealth Management
Investment Advisor
Cherry Hill Private Wealth
Adrian Chapman
Harbourfront Wealth Management
Investment Advisor
Alex Burns
Harbourfront Wealth Management
Wealth Advisor
Alex Gilmour
Harbourfront Wealth Management
Investment Advisor
Green Private Wealth
Alex Norman, B.COM (HONS)
Harbourfront Wealth Management
Investment Advisor
Sonora Wealth Group
Ali Rafiaei, BBA, CIM
Harbourfront Wealth Management
Investment Advisor
BlueRidge Private Wealth
Amber Primrose, CFP
Harbourfront Wealth Management
Investment Advisor
Coast Water Private Wealth
Americo Lippa, B.A., QAFP
Harbourfront Wealth Management
Senior Investment Advisor
Envision Private Wealth
Amy Hamilton, BBA
Harbourfront Wealth Management
Investment Advisor
Generation Private Wealth
Andrei Baican
Harbourfront Wealth Management
Investment Advisor
Oak Bay Wealth
Andrew Fox
Harbourfront Wealth Management
Senior Wealth Advisor
Andy Trinh, CIM
Harbourfront Wealth Management
Portfolio Manager
Oakwater Wealth Counsel
Ashley Morais, CFP
Harbourfront Wealth Management
Investment Advisor
Ben Rivard, CPA, CA, CIM
Harbourfront Wealth Management
Financial Advisor
Affinity Financial Group
Bill Richardson, CFP, BA (HONS), B.ED
Harbourfront Wealth Management
Portfolio Manager, Investment Advisor
Richardson & Associates
Brad Smith, CIM
Harbourfront Wealth Management
Senior Wealth Advisor
Advice First Wealth
Brad Winlaw, CFP
Harbourfront Wealth Management
Investment Advisor
Green Private Wealth
Branden Yu, CIM
Harbourfront Wealth Management
Investment Advisor
Coast Water Private Wealth
Brian Boulais, CFA
Harbourfront Wealth Management
Wealth Advisor & Portfolio Manager
Rothenberg Wealth Management
Bryan Girard, CFP
Harbourfront Wealth Management
Wealth Advisor
Girard Diep & Associates
Bryson Dutzi, BSc, CFP, RRC
Harbourfront Wealth Management
Senior Investment Advisor
Sea Glass Wealth
Camillo Di Prata
Harbourfront Wealth Management
Senior Wealth Advisor
Chad Macleod, BBA, CFP®, RRC®
Harbourfront Wealth Management
Senior Wealth Advisor
Mercator Financial
Chris Anderson, MBA, B.ED, B.SC, CFP, CIM
Harbourfront Wealth Management
Senior Portfolio Manager, Senior Investment Advisor
RiverRock Private Wealth Partners
Colin Sabourin, CFP, CIM.
Harbourfront Wealth Management
Senior Investment Advisor
Trans Canada Wealth Management
Craig Robinson, B. COMM, CFP®
Harbourfront Wealth Management
Senior Wealth Advisor
Mercator Financial
Daniel Moretto
Harbourfront Wealth Management
Investment Advisor
Penmore Wealth
Daniel Swift
Harbourfront Wealth Management
Investment Advisor
Penmore Wealth
Darrell Smith
Harbourfront Wealth Management
Investment Advisor
David Bruce
Harbourfront Wealth Management
Portfolio Manager
– Pier1 Wealth Advisory –
David Eng, CFP
Harbourfront Wealth Management
Investment Advisor
Sonora Wealth Group
David Gilman, B.A. (HONS), CFP, FMA, FCSI, CIM
Harbourfront Wealth Management
Senior Wealth Advisor, Senior Portfolio Manager
Gilman Deters Private Wealth
David Harris, CFP, CIM
Harbourfront Wealth Management
Portfolio Manager
Green Private Wealth
David Palmer, CFP
Harbourfront Wealth Management
Investment Advisor
Dawn Lane, EPC, CFP, CLU, RRC, CIM
Harbourfront Wealth Management
Portfolio Manager
Mooney Lane Private Wealth
Derek McQueen, CFP, CIM
Harbourfront Wealth Management
Portfolio Manager
McQueen Wealth
Derrick Fernandez, CFP
Harbourfront Wealth Management
Senior Investment Advisor
Envision Private Wealth
Domenic Poletto
Harbourfront Wealth Management
Investment Advisor
Oakwater Wealth Counsel
Don Lim
Harbourfront Wealth Management
Senior Investment Advisor
Peter Szeto Investment Group
Doug Barr
Harbourfront Wealth Management
Wealth Advisor
Precedence Capital
Doug Warkentin, CFP, FCSI
Harbourfront Wealth Management
Senior Investment Advisor
Elyce Harris, CFA, CLU, GBA, CHS
Harbourfront Wealth Counsel
Portfolio Manager
Cornerstone Fiduciary Wealth
Erin Dall
Harbourfront Wealth Management
Senior Investment Advisor
The Wealthbuilding Group
Erin Magee, CFP
Harbourfront Wealth Management
Investment Advisor
– The Wealthbuilding Group –
Fernando Cala, MBA
Harbourfront Wealth Management
Senior Wealth Advisor
RiverRock Private Wealth Partners
Fernando M. da Silva
Harbourfront Wealth Management
Senior Wealth Advisor
Fraser Orr-Brown, CIM®, CEPA®, PEMA®
Harbourfront Wealth Counsel
Portfolio Manager
Cornerstone Fiduciary Wealth
Fraser Thom, CFA
Harbourfront Wealth Counsel
Senior Portfolio Manager
Millar Private Wealth
Frederick Montilla, EPC
Harbourfront Wealth Management
Senior Wealth Advisor
RiverRock Private Wealth Partners
Gilda Gomes da Costa
Harbourfront Wealth Management
Senior Wealth Advisor
Graham Roy, CIM
Harbourfront Wealth Management
Senior Portfolio Manager, Financial Advisor
Affinity Financial Group
Graham Wardrop, CFP
Harbourfront Wealth Management
Senior Investment Advisor
Green Private Wealth Counsel
Greg Stachiw
Harbourfront Wealth Management
Wealth Advisor
Rothenberg Wealth Management
Hannah J Swystun, CFP
Harbourfront Wealth Management
Investment Advisor
Harbs Gill
Harbourfront Wealth Management
Senior Investment Advisor
Harley Struth, B.A., CFP, R.R.C.
Harbourfront Wealth Management
Investment Advisor
Warkentin Wealth
Hayden Bissoondatt, CFP
Harbourfront Wealth Management
Investment Advisor
Coast Water Private Wealth
Ian David Clark, CFP, CIM, BSc, BA Economics
Harbourfront Wealth Management
Senior Wealth Advisor, Portfolio Manager
Jaime Carrasco
Harbourfront Wealth Management
Senior Portfolio Manager & Senior Investment Advisor
James Diep, CFP
Harbourfront Wealth Management
Wealth Advisor
Girard Diep & Associates
Janelle Gratton, B.Comm (Hons.)
Harbourfront Wealth Management
Investment Advisor
Trans Canada Wealth Management
Jared Nielsen, B.Comm (Hons.)
Harbourfront Wealth Management
Investment Advisor
Jason DeJean, CFP, PFP, CIM, FCSI, EPC, CPCA
Harbourfront Wealth Management
Senior Investment Advisor
The Wealthbuilding Group
Joe Pinto
Harbourfront Wealth Management
Senior Wealth Advisor
Joe Silva
Harbourfront Wealth Management
Senior Wealth Advisor
John Drake
Harbourfront Wealth Management
Senior Wealth Advisor
John Gomes
Harbourfront Wealth Management
Senior Wealth Advisor
John McCracken
Harbourfront Wealth Management
Investment Advisor
Gilman Deters Private Wealth
John Taggart
Harbourfront Wealth Management
Wealth Advisor
Summit Valley Private Wealth
John Van Limbeek, CFP
Harbourfront Wealth Management
Senior Investment Advisor
Abbott Wealth Management
Jonathon Michel, CFP, CLU
Harbourfront Wealth Management
Senior Investment Advisor
Fundamental Wealth
JP Tantalo, CFP, RRC
Harbourfront Wealth Management
Senior Investment Advisor
Envision Private Wealth
Juan Cabrales, B. COMM, CFP®
Harbourfront Wealth Management
Wealth Advisor
Mercator Financial
Jude Guimond
Harbourfront Wealth Management
Wealth Advisor
Grandmaster Financial Planning
Justin Baldwin, BBA, CIM®
Harbourfront Wealth Management
Wealth Advisor
Justin Lim, CIM
Harbourfront Wealth Management
Portfolio Manager, Investment Advisor
Justin Toevs, BCom, CFP, CIM
Harbourfront Wealth Management
Investment Advisor
Oakwater Wealth Counsel
Kanika Malhan, BA
Harbourfront Wealth Management
Investment Advisor
Kelly Fagundes
Harbourfront Wealth Management
Senior Wealth Advisor
Kelly Hemmett, B.A., CFP, CIM
Harbourfront Wealth Management
Senior Investment Advisor, Portfolio Manager
Hemmett Anseeuw & Associates
Kerry Rizzo, CFP, CIM
Harbourfront Wealth Management
Senior Investment Advisor, Associate Portfolio Manager
Blueridge Private Wealth
Kevin Anseeuw, CIM, DBA, CPCA, CFP, EPC
Harbourfront Wealth Management
Senior Investment Advisor, Associate Portfolio Manager
Trans Canada Wealth Management
Konrad Kopacz, CIM, FSCI, CPCA
Harbourfront Wealth Management
Portfolio Manager, Investment Advisor
Kris Dureau, CFP, CIM, CHS, CEPA
Harbourfront Wealth Management
Associate Portfolio Manager
Green Private Wealth
Kristina Thomas, CFP, RRC
Harbourfront Wealth Management
Senior Investment Advisor
Seaglass Wealth Advisory Group
Kyle Grooms
Harbourfront Wealth Management
Investment Advisor
Penmore Wealth
Ladan Shokrgozar, B.A., CIM
Harbourfront Wealth Management
Senior Portfolio Manager
Oakwater Wealth Counsel
Marc Sabourin, B. COMM (HONS)
Harbourfront Wealth Management
Portfolio Manager
Trans Canada Wealth Management
Marco Angelo Goco, Dipl.T, B.Mgmt, PFP®, CIM®
Harbourfront Wealth Management
Associate Portfolio Manager
Seaglass Wealth Advisory Group
Mark Bertoli, CPCA
Harbourfront Wealth Management
Senior Investment Advisor
Abbott Wealth Management
Mark Jensen, B. COMM, CFP®
Harbourfront Wealth Management
Wealth Advisor (Mutual Fund Restricted)
Mercator Financial
Martin Cloutier, B.COMM (HONS.), CFP, RRC, CIM
Harbourfront Wealth Management
Senior Wealth Advisor, Associate Portfolio Manager
Prestige Private Wealth
Martin Vandal
Harbourfront Wealth Management
Wealth Advisor & Associate Portfolio Manager
Rothenberg Wealth Management
Matt Adams, CIM, CFP
Harbourfront Wealth Management
Portfolio Manager, Senior Investment Advisor
Matt Smith, CIM®, PFP®
Harbourfront Wealth Management
Portfolio Manager
Pier1 Wealth Advisory
Maurice Pallone, BComm, Pl.Fin., CIM®
Harbourfront Wealth Management
Senior Wealth Advisor & Portfolio Manager
Rothenberg Wealth Management
Michael Isbister, CFP, CLU, CIM, B.Comm
Harbourfront Wealth Management
Senior Investment Advisor
Fundamental Wealth
Michael Pallone
Harbourfront Wealth Management
Wealth Advisor
Rothenberg Wealth Management
Michel Guimond
Harbourfront Wealth Management
Wealth Advisor (mutual fund restricted)
Grandmaster Financial Planning
Michel Savard
Harbourfront Wealth Management
Wealth Advisor
Rothenberg Wealth Management
Miro Svoboda, CFP, CIM, FCSI
Harbourfront Wealth Management
Associate Portfolio Manager
Sonora Wealth Group
Morris Saad, CIM, FMA, B.A.
Harbourfront Wealth Management
Portfolio Manager
Apex Private Wealth Counsel
Nelson Mooney, CFP, EPC, RRC, CIM
Harbourfront Wealth Management
Senior Investment Advisor, Portfolio Manager
Mooney Lane Private Wealth
Nelson Young, FCSI
Harbourfront Wealth Management
Senior Investment Advisor
Nicholas Teo
Harbourfront Wealth Management
Investment Advisor
Nicolas Ariza, BBA
Harbourfront Wealth Management
Wealth Advisor
Prestige Private Wealth
Nicole Deters, MTI, CIM
Harbourfront Wealth Management
Senior Investment Advisor
Gilman Deters Private Wealth
Nolan Killeen, BComm
Harbourfront Wealth Management
Senior Investment Advisor
Evergreen Private Wealth Counsel
Norm Tonnies
Harbourfront Wealth Management
Senior Wealth Advisor (Mutual Fund Restricted)
Mercator Financial
Paul Green, B.SC., CFP, CIM
Harbourfront Wealth Management
Portfolio Manager
Green Private Wealth
Paul Polyviou
Harbourfront Wealth Management
Senior Wealth Advisor & Associate Portfolio Manager
Peter Bradley
Harbourfront Wealth Management
Portfolio Manager & Senior Wealth Advisor
Peter Szeto, MBA
Harbourfront Wealth Management
Senior Investment Advisor
Peter Szeto Investment Group
Phil Kuzyk, CIM, FCSI
Harbourfront Wealth Management
Senior Portfolio Manager
Philip Blake
Harbourfront Wealth Management
Senior Wealth Advisor & Senior Portfolio Manager
Rothenberg Wealth Management
Reinaldo Correia, CFP, RRC, CPCA
Harbourfront Wealth Management
Senior Investment Advisor
Envision Private Wealth
Richard Kilburn, CFP, Bsc Adv
Harbourfront Wealth Management
Senior Investment Advisor
Fundamental Wealth
Richard Marques
Harbourfront Wealth Management
Portfolio Manager & Senior Wealth Advisor
Rick Iannucci, CFP®
Harbourfront Wealth Management
Senior Investment Advisor
Rita Sinha
Harbourfront Wealth Management
Investment Advisor
The Wealthbuilding Group
Rob Klinger
Harbourfront Wealth Management
Senior Investment Advisor
Hartt Wealth
Robert Rothenberg, CFA®, CIWM, FCSI®
Harbourfront Wealth Management
Senior Wealth Advisor & Senior Portfolio Manager
Rothenberg Wealth Management
Roland Orban, CIM
Harbourfront Wealth Management
Portfolio Manager
Penmore Wealth Management
Ron Gesser, B.Comm, D.Acc
Harbourfront Wealth Management
Senior Investment Advisor
Ascentum Wealth Management
Ron Zwicker, CIM
Harbourfront Wealth Management
Portfolio Manager, Investment Advisor
Russell Landon
Harbourfront Wealth Management
Senior Investment Advisor
The Wealthbuilding Group
Ryan Brink, CFP, RRC
Harbourfront Wealth Management
Investment Advisor
Brink & Associates
Ryan Cody, CFA
Harbourfront Wealth Counsel
Senior Portfolio Manager
Millar Private Wealth
Samia Preston
Harbourfront Wealth Management
Wealth Advisor & Portfolio Manager
Rothenberg Wealth Management
Sarah Mulder, CPA, CMA
Harbourfront Wealth Management
Senior Investment Advisor
Hemmett Anseeuw & Associates
Sia Nik, CFP®, CIM®, CMT®.
Harbourfront Wealth Management
Investment Advisor
Balanced Financial Services
Silvana Rizzo, CIM
Harbourfront Wealth Management
Senior Wealth Advisor & Senior Portfolio Manager
Rothenberg Wealth Management
Stacey Thomson
Harbourfront Wealth Management
Investment Advisor
Stephen Granata, M.Eng., MBA
Harbourfront Wealth Management
Senior Investment Advisor
Ascentum Wealth Management
Susan McCafferty
Harbourfront Wealth Management
Investment Advisor
Penmore Wealth Management
Taylor Teague, CFP®, CIM®, FMA, FCSI®
Harbourfront Wealth Management
Senior Investment Advisor
Evergreen Private Wealth Counsel
Theresa Hrynkiw, CFP, BA Advanced, RRC
Harbourfront Wealth Management
Senior Investment Advisor
Fundamental Wealth
Thomas Cook, MBA, CIM®, CFP®, TEP
Harbourfront Wealth Management
Senior Portfolio Manager
Affinity Financial Group
Thomas Gilman, BA, CIM , CFP, CLU, FCSI
Harbourfront Wealth Management
Senior Portfolio Manager, Senior Wealth Advisor
Gilman Deters Private Wealth
Tim Borody, CPA
Harbourfront Wealth Management
Wealth Advisor
Advice First Wealth
Todd McLay
Harbourfront Wealth Management
Portfolio Manager
Precedence Capital
Tracey Lundell, BA, CIM
Harbourfront Wealth Management
Senior Investment Advisor
Seaglass Wealth Advisory Group
Travis Cuthbert, B. COMM, CFP®
Harbourfront Wealth Management
Senior Wealth Advisor (Mutual Fund Restricted)
Mercator Financial
Travis Forman, BA, CFP, FMA, CIM, FCSI
Harbourfront Wealth Management
Senior Portfolio Manager
Strategic Private Wealth Counsel
Trevor Miller, CFP, RRC
Harbourfront Wealth Management
Investment Advisor
Cherry Hill Private Wealth
Tristan Zapata
Harbourfront Wealth Management
Investment Advisor
RiverRock Private Wealth Partners
Tutul Kundu, BA, CIM, FCSI
Harbourfront Wealth Management
Senior Investment Advisor
The Wealthbuilding Group
Tyler Smith
Harbourfront Wealth Management
Financial Advisor
Affinity Financial Group
Vanessa Moss, CIM
Harbourfront Wealth Management
Investment Advisor
Richardson & Associates
Vincent Granata, B. COMM
Harbourfront Wealth Management
Investment Advisor
Ascentum Wealth
Virginia Pavo
Harbourfront Wealth Management
Senior Investment Advisor
Hartt Wealth
Vitality Milentyev, CFA, M.A.(Econ), M.Sc.(Fin)
Harbourfront Wealth Counsel
Portfolio Manager
Cornerstone Fiduciary Wealth
Wanda Michel, CFP
Harbourfront Wealth Management
Investment Advisor (Mutual Fund restricted)
Warren Goldblum, CFA, FRM, CAIA
Harbourfront Wealth Management
Portfolio Manager
Sonora Wealth Group
Wes Ashton, CIM, FCSI
Harbourfront Wealth Management
Senior Portfolio Manager
Oakwater Wealth Counsel
Wilmar Teves
Harbourfront Wealth Management
Wealth Advisor
Riverrock Private Wealth Partners
Ziad Musharbash
Harbourfront Wealth Management
Senior Wealth Advisor (Mutual Fund Restricted)