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Harbourfront Wealth Management

202 employees

Unlike the large institutions, Harbourfront Wealth embodies a philosophy of independent, unbiased advice with an unwavering commitment to delivering true wealth management. We do this by offering harmonized advice that intricately weaves defensive portfolio construction, income planning and projecting, tax minimization planning, estate preservation, and trust management, all with a continuous focus on the management of risk. Our advisors located in Harbourfront’s branches across Canada have been carefully selected based on high standards of excellence and integrity. They tailor client wealth plans with no incentive to use proprietary products or investment vehicles.

Basic info

Industry

Financial Services

Sectors

Financial Services

Funding rounds raised

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Harbourfront Wealth Management raised undisclosed on July 14, 2022

Investors: Audax Private Equity

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