Services / Risk Management & Insurance Solutions

Security. Legacy. Growth.

We help you protect what you’ve built, manage financial risks thoughtfully, and support long term goals such as retirement security, family protection, business continuity, and legacy planning.

Insurance solutions play an essential role in a comprehensive risk management strategy by safeguarding clients’ assets, income, and legacy against unforeseen events.

Integrated insurance planning

We offer integrated wealth management planning and insurance solutions through Harbourfront Estate Planning Services Inc. ensuring your insurance and risk management needs are fully incorporated into your financial plan:

  • Insurance advice from your Harbourfront advisor
  • Insurance solutions aligned with your overall financial plan
  • Clear, easy to understand explanations and documentation
  • Access to additional expertise when your situation is more complex
  • A coordinated approach across personal wealth, insurance, and business planning


Our advisors operate as independent insurance brokers, providing clients with choice across Canada’s major insurance companies and a broad selection of smaller insurers. * Insurance Products and Services are provided through Harbourfront Estate Planning Services Inc.

Insurance Planning

Life insurance.
Disability and critical illness insurance.
Segregated fund solutions.

Estate & Legacy

Insurance strategies that support estate, tax, and wealth-transfer planning.

Advanced Insurance

Support for business owner, high net worth, and multi generational planning needs.

Group Solutions

For business owners, we can help with group benefits and group retirement plans.

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