Services / Wealth Management

Holistic & specialized wealth solutions to meet your goals.

Our wealth management platform delivers a robust suite of investment products and advisory services, tailored to help clients preserve, grow, and transfer wealth across generations.

Every client’s financial journey is unique, and our independence allows advisors to deliver personalized advice and solutions for each client.

Personalized approach to wealth management

Whether you're a client seeking clarity and confidence in your financial future, or an advisor looking for a platform that empowers you to do your best work, Harbourfront is built for both.

  • Client-first philosophy. Relationships are at the heart of everything we do, with advice tailored to your unique goals, timeline, and risk profile.
  • Comprehensive guidance. From portfolio construction to estate planning, our advisors bring together every dimension of your financial life under one roof.
  • Independent solutions. Our open-architecture platform gives advisors the freedom to recommend the right solutions—not the ones they're told to.
  • Flexible, scalable solutions. Whether you're just beginning to build wealth or managing a complex multi-generational estate, we have the tools and expertise to support you at every stage.

Explore our flexible wealth management solutions — designed to grow with you

Traditional brokerage

Access a broad range of investment products and services and pay by commission.

Fee-based advice

Benefit from ongoing advisory services for a fixed fee.

Fee-based & portfolio management

Discretionary management with advisory support and active portfolio management.

Professionally managed portfolios

Diversified turnkey solutions, managed by our in-house Office of the CIO, designed to align with your financial goals and risk tolerance.

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