Harbourfront Wealth Management

Where do we draw the line? Technology is proving to be the promising value add it was hyped up to be, but how much human interaction should it replace? Here are some tactics you can use to improve the current state of client communications. harbourfrontwealth.com/2022/07/12/tak…

Please join us in welcoming Cherry Hill Private Wealth to the Harbourfront family. Erin Magee, Trevor Miller, Adrian Blake, Amy Bobbitt and team will be joining us in Burlington, Ontario. Welcome to the team guys! #HarbourfrontWealth #ProfitsOverAssets

Happy 4th of July to all our Harbourfront Wealth America clients and new Partners at Audax Private Equity!

The nine-figure equity investment by Audax Private Equity into the Harbourfront Group is a testament to the unparalleled disruption the firm has made within the Canadian wealth management sector. theglobeandmail.com/business/artic…

Way to go! Congratulations Strategic Private Wealth Counsel of Harbourfront Wealth Management for winning The W.A. Robinson Asset Management Award for Advisory Team of the Year (Under 10 Staff) at the 2022 Wealth Professional Awards Canada. #WPAwardsCA

Let’s put our hands together for Thomas Caldwell of @CSL_Invest for being awarded The Harbourfront Wealth Management Award for Lifetime Achievement in the Financial Planning Industry at the 2022 Wealth Professional Awards Canada! #WPAwardsCA

How to manage the #tax implications of transferring a new #client’s #assets. “They will be required to pay #capitalgains upon disposition of assets that have increased in value over time,” says @CroweWealth @CanaccorGenuity tgam.ca/38TNfEc @wellingtonaltus @HFWealth

We're committed to #breakingthebias. Today we celebrate, recognize, and honour the women of Harbourfront. Here are some of the amazing women that are driving our organization's growth and success. Learn more about International Women's Day: lnkd.in/dGX7T8X #breakthebias

Happy Lunar New Year!

Please join us in welcoming Paul Marion to the Harbourfront family. Paul is joining us as Executive Managing Director of Tax & Wealth Planning. Welcome, Paul!

This week’s newsletter features how top #advisor Wes Ashton @HFWealth manages his team #WFH. “Sitting together with a family or having the ability to mentor the #team ‘on the fly’ has its benefits,” he says. Also, check out our top stories this week. tgam.ca/3ILLeXr

Harbourfront's Wes Ashton recently spoke with @globeandmail about the pros and cons of running a remote team in this week's globe advisor weekly newsletter. Give it a read. theglobeandmail.com/investing/glob…

Check out our latest commercial currently airing on @BNNBloomberg. We are the leader in Private Securities, learn how on our website via: harbourfrontwealth.com/investing-new-…

Harbourfront Group Reports 54.9% Year Over Year Revenue Growth bit.ly/3wSy4Da

"In March 2020, while most of Canada was put on hold, two women in British Columbia decided to pull the trigger on one of their biggest career moves yet — breaking away from a Big Five broker-dealer." citywirecanada.com/news/doing-it-…

"Harbourfront Group CFO and COO, Lynn (Reston) Stibbard, expected the industry to change quicker but believes attitudes and opportunities are finally opening up." wealthprofessional.ca/news/industry-…

Private equity will be the fastest growing alternative asset class through to 2025 because it has demonstrated an ability to outperform public equities and is more immune to irrational investor behaviour, writes Travis Forman of @HFWealth. theglobeandmail.com/investing/glob…

Collectively we can all help create an inclusive world and #ChoosetoChallenge gender bias and inequality. With a continued commitment to empowering women in Wealth Management, today we’re shining light on some not all of the inspirational women that make up Harbourfront Wealth

Weekend Warrior: Danny Popescu ain't scared of no mountain bcbusiness.ca/Weekend-Warrio… @HFWealth

Great piece on our CEO Summit for Child Hunger campaign via @bcbusiness. We were able to raise over $60,000 for foundations in Canada and Internationally. #HarbourfrontGives bcbusiness.ca/Weekend-Warrio…