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Ali Rafiaei

Ali Rafiaei brings 11 years of industry experience and prior to joining Harbourfront Wealth Management, built and managed a successful practice at one of the largest bank-owned brokerage firms in the nation. By 29 years of age, he started his career in one of the major bank-owned wealth management firms. Ali has a BBA undergraduate degree from BCIT and CIM designation.

Thomas Gilman

Having lived, studied, and worked in four of Canada’s largest cities, Tom is proud to call Vancouver home.After completing his undergraduate degree at the University of Calgary, Tom began his career in financial services during one of the biggest recessions in modern industry. Tom believes there is much more to Wealth Planning than just science. “People tend to be driven by emotion more often than by logic. These responses need to be properly balanced in order to attain true wealth.” Tom went on to attain the Certified Financial Planner designation in 2012, and the Chartered Investment Manager designation in 2017. In his spare time, Tom maintains an active lifestyle and enjoys competing in individual and team sports such as Triathlon, Softball, and Hockey.

Ladan Shokrgozar

Ladan holds a BA in Economics from Simon Fraser University and brings 11 years of client service experience, including banking and wealth advisory. Ladan takes a holistic approach to client wealth management with emphasis on defensive portfolio construction and tax minimization.

David Gilman

David Gilman brings over 20 years of experience in the financial industry as a Portfolio Manager, Branch Manager, and Certified Financial Planner™. David is committed to continuing education and holds The Chartered Investment Manager, Certified Financial Planner™, Financial Management Advisor, and Fellow of the Canadian Securities Industry designations. He’s built a thriving practice while earning industry-recognized credentials in addition to graduating from university with BA (Hons) in Political Science and Business Administration. Clients can count on David to always do a quality job and do what you say you are going to do, the words he lives by. He and his wife Joanne and their two children make their home in Whistler, British Columbia. You’ll catch them hiking, skiing, and taking full advantage of BC’s incredible mountains.

Kevin Anseeuw

Kevin has been instrumental in helping hundreds of individuals and business owners achieve financial success.He spent 14 years at one of Canada’s top financial firms before joining Harbourfront Wealth Management. As a Certified Financial Planner™ registered in MB, ON, SK, AB, and BC, Kevin provides investment, retirement, and advanced tax strategy advice to his clients using a fee-based platform, or a transactional model when it is the best fit for the portfolio. He is active in the community on a number of boards and associations and is particularly devoted to the Winnipeg-based charity The Never Alone Foundation. Kevin, his wife Sarah, and their two children, Cole and Rachel, enjoy time together at the lake spent hiking, sailing, tackling building projects, and, of course, enjoying some downtime together.

Frederick Montilla

Fred is an accomplished Wealth Advisor and is also Insurance Licensed. As the founder and visionary leader of Montilla Wealth Management, Fred is passionate about making elite financial strategies accessible to everyone. Fred’s journey from a pizza delivery boy in Montreal to an industry-leading financial professional is both inspiring and motivating. In 2002, he decided to bet on himself when he accepted an invitation to join the financial services industry. He successfully completed several courses and acquired the necessary licenses to build a financial services practice. These include Elderly Planning Course (EPC); Canadian Securities Course (CSC); and the Conduct and Practices Handbook (CPH). He continues to expand his knowledge and understanding by acquiring additional designations to raise his practice to the next level. He moved to Calgary in 2007 where his entrepreneurial spirit, work ethic, and out-of-the-box thinking perfectly fit with the city’s “let’s get-er-done!” ethos. From that point, his […]

Travis Forman

Travis brings over 24 years of experience in the financial services industry. In his role as Senior Portfolio Manager and head of the fast-growing Strategic Private Wealth Counsel based in Kelowna, B.C.