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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.

Tracey Lundell

Tracey Lundell is a Senior Investment Advisor located in BC. Tracey provides a full suite of wealth management services to her clients including tax, investment, wealth and philanthropic planning. Tracey’s dedication to exceptional client experiences and innovative financial strategies are the foundations of her business. She has been providing her clients with innovative wealth management solutions for over 31 years. Tracey’s clients include business owners, non profit organizations, executives and pre retired/retired individuals, who require an extra level of attention and specific industry knowledge to truly look after. Tracey was born and raised on Vancouver’s North Shore and is pleased to be serving clients in BC, Alberta, Ontario and Nova Scotia. She loves to read, cook and spend time outdoors hiking, camping, kayaking. Tracey enjoys constantly expanding her education. In addition to her double major from UBC in English Literature and Political Science, Tracey is an investment and fixed income […]

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 Tax Strategist, 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 […]

Kristina Thomas

Having lived in the Lower Mainland all her life, Kristina Thomas cares for her clients in partnership with Harbourfront Wealth Management. With over 20 years of experience in the financial industry, Kristina keeps her industry knowledge in depth and up to date with designations as a Registered Retirement Consultant and certified Personal Financial Planner.

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.