We believe investment management should be personal, disciplined, and built around each client’s objectives. Our registered portfolio managers provide discretionary investment management designed to support long-term goals, manage risk, and reflect the financial priorities that matter most.
Harbourfront Wealth Counsel is a Canadian investment counsel and portfolio management firm offering discretionary portfolio management services for individuals, families, institutions, and other entities.
Harbourfront Wealth Counsel manages portfolios with a duty to act in each client’s best interest, helping ensure investment decisions are guided by the client’s objectives, needs, and circumstances.
Clients benefit from dedicated portfolio management built around their risk profile, time horizon, investment mandate, and long-term goals.
Portfolios are designed to align with each client’s broader wealth priorities, including planning, tax, estate, family, and legacy considerations where appropriate.
Clients receive disclosure about services, fees, potential conflicts of interest, and the responsibilities of both the firm and Portfolio Manager.
Harbourfront Wealth Counsel operates under applicable Canadian securities legislation, with client assets held separately by qualified custodians for independent safekeeping and reporting.
Harbourfront Wealth Counsel manages portfolios with a duty to act in each client’s best interest, helping ensure investment decisions are guided by the client’s objectives, needs, and circumstances.
Clients benefit from dedicated portfolio management built around their risk profile, time horizon, investment mandate, and long-term goals.
Portfolios are designed to align with each client’s broader wealth priorities, including planning, tax, estate, family, and legacy considerations where appropriate.
Clients receive disclosure about services, fees, potential conflicts of interest, and the responsibilities of both the firm and Portfolio Manager.
Harbourfront Wealth Counsel operates under applicable Canadian securities legislation, with client assets held separately by qualified custodians for independent safekeeping and reporting.
Professional management of client portfolios in accordance with each client’s investment objectives, risk tolerance, time horizon, and agreed investment mandate.
A disciplined process to define investment objectives, establish appropriate guidelines, and build portfolios designed to support each client’s needs.
Regular portfolio oversight, performance reporting, and review to help keep each mandate aligned with the client’s circumstances and objectives.
Portfolio solutions and strategies designed to help clients diversify, manage risk, and pursue long-term financial goals.
PROVINCIAL REGULATION. Harbourfront Wealth Counsel is home to Investment Counsel Portfolio Managers regulated by provincial securities commissions. These professionals manage client portfolios in accordance with regulatory requirements and fiduciary responsibilities in each province.
REPUABLE AND ARMS-LENGTH CUSTODIANS. Harbourfront Wealth Counsel works with reputable custodians, including National Bank Independent Network and Aviso Correspondent Partners. Client assets are held separately from Harbourfront Wealth Counsel by the custodian. Where applicable, eligible client assets may be protected by the Canadian Investor Protection Fund if the CIPF member custodian becomes insolvent, subject to CIPF limits and eligibility criteria.
TRANSPARENT DISCLOSURE. Harbourfront Wealth Counsel provides clear disclosure about its services, the responsibilities of the firm and Portfolio Manager, fees and charges, potential conflicts of interest, and client rights and responsibilities.
