Search

What are you looking for?

Morris Saad

Morris Saad is a Chartered Investment Manager (CIM® ) and Financial Management Advisor (FMA). A holder of securities and insurance licenses, and an Investment Advisor in Canada’s securities community since 2001, Mr. Saad was a prior investment advisor with HollisWealth and financial security advisor with Freedom 55 Financials’ division of London Life.  Mr. Saad now serves in the Investment Management division of Harbourfront Wealth Management, where he adopts client-based solutions that factor a client’s personal risk profile to achieve financial and retirement planning that strives for long-term growth.  Mr. Saad adopts a multi-disciplinary approach to wealth management that combines financial and retirement planning, investment and insurance product recommendations that promote estate preservation and risk management goals. *(Insurance products provided by HEPSI, and not regulated by CIRO).Mr. Saad has advised and counseled hundreds of clients throughout his career, and has applied proficiencies from his education and coursework, including portfolio management techniques, […]

Erin Dall

With over 25 years of experience in the financial services industry, Erin has built a career focused on empowering clients through personalized financial strategies. Starting her journey with one of Canada’s largest mutual fund companies, Erin later honed her skills at one of the country’s premier advisory firms, gaining comprehensive expertise in investment planning, industry best practices, and client relations.As a seasoned Investment Advisor, Erin is passionate about offering holistic financial solutions, ensuring that her clients—whether families, individuals, or business owners—have access to personalized strategies that address both their short and long-term financial goals. She specializes in guiding clients through the complexities of wealth management, with a focus on alternative investments like private equity and real estate to maximize returns beyond traditional portfolios. Erin’s commitment to her clients is driven by transparency, reliability, and an unwavering dedication to their financial well-being. She believes in building lasting relationships by providing educational […]

Jason DeJean

Jason is an Investment Advisor and Certified Financial Planner and has been in the financial industry since 1999. Jason partners with his clients to design and implement their personal financial roadmap, recognizing that each client situation is unique and requires customized attention. Over the past two decades, Jason has been working diligently on attaining many designations.  He has earned the Certified Financial Planner (CFP), and the Professional Financial Planner Designation (PFP). Recognizing the challenges navigated by our aging demographic, he has also achieved his Elder Planning Counsellor (EPC) designation and is a Certified Professional Consultant on Aging (CPCA).  Jason also hold the Chartered Investment Manager Designation (CIM) as well as the Fellow of the Canadian Securities Institute designation (FCSI).Jason is involved in a variety of charitable activities including his role as the offensive line coach of the Hayden Huskies Junior Football team and the Canadian Securities Institutes newly formed Financial […]

David Harris

David is a  Chartered Investment Manager and a Certified Financial Planner professional, as accredited by the Financial Planning Standards Council (FPSC) and a Certified Agricultural Farm Advisor (CAFA). David began his financial services career in 1999 as a life insurance broker. He earned his mutual funds license in 2001 and became a CFP® in 2006. In 2012 he became an Investment Advisor and earned his CIM® designation in 2014. David was approved as Portfolio Manager in 2015. David is active in the community as a member and past President of the Rotary Club of Woodstock and Chair of the annual Woodstock Rotary Dragon Boat Festival. His wife Debra is from Nova Scotia and they have two daughters that share their love of travel, skiing and being near the water. David has a passion for helping people achieve financial security through financial planning, prudent investing, and risk management

Tutul Kundu

Since graduating University with a degree in economics and math Tutul has spent over 20 years as a dedicated Senior Investment Advisor to his clients. Tutul strives to provide superior financial planning solutions with both investment and insurance strategies for his clients to ensure they reach their personal financial goals. With his ongoing dedication to education, Tutul has earned his CIM designation allowing his clients to benefit from his expertise and experience.

Rita Sinha

Rita Sinha INVESTMENT ADVISOR 905-426-8268 rsinha@harbourfrontwealth.com View Rita’s Website Burlington, Ontario Rita joined Tutul and has worked with her clients since 2006. Thanks to her well-rounded background from her degree in science and chemistry blended with her previous career in the business world of sales, she’s able to offer her clients both innovative as well as tried and true financial strategies.  As a team, Tutul Kundu & Rita provide all of their clients with full serviced solutions for their financial future. Contact Rita Sinha

Kris Dureau

Kris Dureau took a unique route into the financial services industry — a route that exemplifies his passion for helping and protecting people. Kris comes from a background in emergency services and has trained extensively in assisting people in emergency situations. Combined with his training in the financial services industry, Kris has incorporated this helping-and-protecting approach into the planning he does for clients. Serving as an independent financial advisor since 2007, Kris has had a great deal of experience in working with retirees, business owners, and families.He also holds the Certified Financial Planner and Certified Health Specialist designations. Kris has completed the Canadian Securities Course, Life License Qualification Program, and the Canadian Investment Funds Course. Kris volunteers as an instructor for the Dollars With Sense program, which teaches grade 7 students about personal finances. He enjoys the outdoors and using the family ATV and Seadoo, playing his guitar and martial […]

Vanessa Moss

Joined Richardson & Associates Wealth Management team in December 2003 20+ years of experience in the financial services industry Graduated Georgian College with Business Administration – Marketing (1997) Completed Canadian Securities Course (2001) Completed Professional Financial Planning Course with honours (2002) Obtained Life Insurance License (2013) Completed Wealth Management Essentials (2014) Married to husband Kevin and has 2 sons, Brayden & Parker In addition to spending time at the family cottage, enjoys boating, skiing and travel

Bill Richardson

– Chartered Investment Manager Designation – Certified Financial Planner Designation- Graduated McMaster University with a Bachelor of Arts (Hons.) Degree (1990) and York University with Bachelor of Education Degree (1991) – 25+ years of experience in the financial services industry – Married to wife Suzanne and has a daughter Emily, a son Ryan and a chocolate lab, Artie – Midland Rotary Club President 2017-2018 – Georgian Bay General Hospital Supporter – Enjoys boating, snowmobiling, and spending time with family and friends at cottage on Georgian Bay

Paul Green

Paul is a Chartered Investment Manager CIM, and a  professional, as accredited by the Financial Planning Standards Council (FPSC), and a member on several boards in the region.  Born and raised in Woodstock, Paul is married with two girls.Paul attended Bowling Green State University where he earned a Bachelor of Science in Finance. After founding Green Financial Group in 1994, Paul went on to become a Certified Financial Planner in 1998 and a Chartered Investment Manager in 2014. Raised by an entrepreneur and one himself, Paul is passionate about advising other business owners. His greatest joy, however, comes from helping children in need and he is involved in several youth charities. In addition to philanthropy, he enjoys golf and traveling.