ABOUT / OUR BUSINESSES / HARBOURFRONT WEALTH MANAGEMENT INC.

Designed for what’s next

We believe wealth advice should be as individual as the people it serves. As an independent Canadian firm, we bring together personalized guidance, a broad range of solutions, and the flexibility to help clients pursue what matters most.

Company overview

Harbourfront Wealth Management Inc. (HWM) is an independent Canadian wealth advisory firm. Founded in 2013 in Vancouver, British Columbia, today HWM has advisors from coast to coast, serving Canadians with their wealth management needs.

we are set apart by:

Independent advice.

Guidance shaped around your goals, not a product shelf.

Access to both public and private market opportunities.

More ways to diversify, grow, and protect your wealth.

Institutional-quality investment solutions.

Sophisticated strategies built for today’s complex markets.

Advanced planning support.

Advice that looks beyond investments to the full financial picture.

Flexible service model tailored to each client’s needs.

A relationship designed to evolve as life, goals, and markets change.

arrow

Independent advice.

Guidance shaped around your goals, not a product shelf.

Access to both public and private market opportunities.

More ways to diversify, grow, and protect your wealth.

Institutional-quality investment solutions.

Sophisticated strategies built for today’s complex markets.

Advanced planning support.

Advice that looks beyond investments to the full financial picture.

Flexible service model tailored to each client’s needs.

A relationship designed to evolve as life, goals, and markets change.

Explore our flexible wealth management solutions

Traditional brokerage

Access a broad range of investment products and services and pay by commission.

Fee-based advice

Benefit from ongoing advisory services for a fixed fee.

Fee-based & portfolio management

Discretionary management with advisory support and active portfolio management

Professionally managed portfolios

Diversified turnkey solutions, managed by our in-house Office of the CIO, designed to align with your financial goals and risk tolerance.

Governed for protection

Harbourfront Wealth Management is a member of the Canadian Investment Regulatory Organization (CIRO). CIRO is the pan-Canadian self-regulatory organization that oversees all investment dealers, mutual fund dealers, and trading activity on Canada’s debt and equity marketplaces.

Harbourfront Wealth Management is a member of the Canadian Investor Protection Fund (CIPF). CIPF provides limited protection for investments held by a member firm on behalf of an eligible client, if the member firm becomes insolvent.

National Bank Independent Network (NBIN) is Harbourfront Wealth Management’s custodian for client assets. Client accounts are held with NBIN, a division of National Bank Financial. National Bank is a chartered bank, as well as one of Canada’s oldest financial institutions and the largest provider of back-office support for CIRO firms.