Emma Crilly is Vice President, Investment Solutions at Harbourfront Wealth Management. In her role, Emma works closely with financial advisors across Canada, delivering investment solutions, portfolio construction expertise, and access to institutional-calibre opportunities designed to help advisors grow their practices and enhance client outcomes. Based in Calgary, Alberta, she is responsible for supporting advisor partners with market insights, alternative investments, and wealth management solutions. Prior to joining Willoughby Asset Management, Emma spent seven years with Fidelity Investments Canada as a Senior Business Development Manager, where she partnered with financial advisors to help grow their businesses through portfolio solutions, practice management support, and investment expertise. During her time at Fidelity, she developed extensive experience working with advisors across a broad range of investment strategies and client segments. Emma has built deep expertise in advisor engagement, investment solutions, portfolio construction, and alternative investments. She is particularly passionate about helping advisors access institutional-quality […]
Kathy Federkiewicz is Chief Compliance Officer at Harbourfront Wealth Counsel. She brings with her over 20 years of experience in the Canadian financial services industry focusing on regulatory compliance, risk management, and governance across wealth management and investment dealer environments. Kathy has held senior leadership roles at leading institutions including Canaccord Genuity, Richardson Wealth, and Scotiabank, where she has been responsible for developing and implementing firm-wide compliance frameworks, policies, and training programs. Her work has focused on ensuring adherence to complex regulatory requirements, including Client Focused Reforms, AML/ATF obligations, CIRO and FINTRAC rules. Known for her pragmatic and solutions-oriented approach, Kathy specializes in identifying regulatory gaps and translating them into actionable, business-aligned compliance strategies. She has led major initiatives such as enterprise AML program development, branch audit frameworks, and regulatory change implementation, while serving as a trusted advisor to senior management and cross-functional teams. Throughout her career, Kathy has built […]
Harbourfront Wealth Group will distribute about $1-billion to its advisors, employees and other shareholders after a strategic investment from Boston-based private equity firm Berkshire Partners
Harbourfront’s Chief Investment Officer, Theresa Shutt, shares her perspective on the economic and political developments that influenced the second quarter of 2026 and offers her insights on what to expect going forward.