We have news:
WE ARE MOVING TO A NEW FIRM!
We are excited to inform you that we’re transitioning our practice to Harbourfront Wealth Management Inc (HWM), a trusted, independent wealth management and planning advisory firm with branches across Canada. We’re making this move because we believe it is in the best interests of our clients and will further strengthen our efforts to secure your long-term financial well-being.
Who is Harbourfront Wealth Management?
HWM is a leading Canadian wealth advisory firm known for its innovative approach and client-first philosophy. Their deep-rooted commitment to service, transparency, and forward-thinking solutions aligns perfectly with our values. They have over $11 Billion in assets under administration with partners across Canada and we are pleased to be joining this high quality and experienced group. HWM operates under authority and oversight of the Canadian Investment Regulatory Organization (CIRO), as did our previous firm, and investments are safe and secure with National Bank Independent Network (NBIN) as custodian. Learn more at harbourfrontwealth.com.
Your advisory team, investments and service remains unchanged.
We will continue to deliver the dedication and care our clients expect from us. We are still here to answer all client questions and concerns.
We will continue to deliver the dedication and care our clients expect from us. We are still here to answer all client questions and concerns.
We will share more details soon.
We are building a new website to serve our clients. Come back soon to discover our new look and content!
