“Financial services is an industry where things can be infinitely more complicated than necessary.”Dan Gordon

From the complexity of financial terms to the brokers and underwriters pushing products, investors are being overwhelmed by the vast technical knowledge often required to understand their financial future. It’s our belief that we should do just the opposite and provide less complexity for our clients which allows them to uncomplicate their wealth. We help our clients understand and break down the complex tactics into a simple strategy. We illustrate with simple ideas because we understand professionals are busy and could use clarity and efficiency to better understand the concepts presented.

From the complexity of financial terms to the brokers and underwriters pushing products, investors are being overwhelmed by the vast technical knowledge often required to understand their financial future. It’s our belief that we should do just the opposite and provide less complexity for our clients which allows them to uncomplicate their wealth. We help our clients understand and break down the complex tactics into a simple strategy. We illustrate with simple ideas because we understand professionals are busy and could use clarity and efficiency to better understand the concepts presented.

The tax-conscious product recommendations we provide aim to reduce complexity. At the end of the day, we want our clients to go home with a comprehensible plan and measurable results.

One of the simple truths about wealth management is that no two clients are alike. In our experience, we always achieve the best results by working with our clients as partners. We discover their lifestyle, individual interests and wealth goals. Therefore, we are able to shape a unique financial plan for our clients’ specific needs.

The tax-conscious product recommendations we provide aim to reduce complexity. At the end of the day, we want our clients to go home with a comprehensible plan and measurable results.

One of the simple truths about wealth management is that no two clients are alike. In our experience, we always achieve the best results by working with our clients as partners. We discover their lifestyle, individual interests and wealth goals. Therefore, we are able to shape a unique financial plan for our clients’ specific needs.


THE HARBOURFRONT ADVANTAGE

Surpassing the Services of the Industry’s Individual Entities

Bank & Credit Union Services

  • Template investment mix
  • Generally provided via bank in-house mutual funds

Financial Planners

  • Provide basic retirement planning
  • Often utilize insurance products
  • Investment services generally consist of mutual funds only

Portfolio Managers

  • Manage a specific portfolio for all clients
  • Portfolios are not customized to the individual
  • Assets are pooled with those of other clients

Investment Advisors

  • Offer an array of investment products
  • Focus primarily on investment accounts
Percentage of investors who want to better balance risk and reward
83%
Percentage of Investors who want to better insulate their portfolio
76%
Percentage of Investors Who struggle to avoid making emotional decisions about their money
65%

Feeling Like a Statistic?


CONTACT US

For The Service You Deserve.