Harbourfront Wealth Management

When choosing a charitable giving partner for Harbourfront’s AGM+, we selected Canada’s largest dedicated child and youth-serving organization. We’ll be building and decorating Buddy Benches to donate to BGC Canada (formerly Boys & Girls Clubs of Canada).   This organization does so much for kids across Canada in communities where our advisors work and live. Get ready to roll up your sleeves, connect with fellow attendees, and contribute to a meaningful community project—help build and decorate Buddy Benches!

Counting down to Harbourfront’s AGM+ session with Matt McWhirter, Deloitte’s National Wealth Management Strategy Leader. Matt is sharing emerging trends and opportunities with The Future of Wealth: A New Era. Harbourfront advisors at this must-attend session will get the latest forward-thinking approaches for their clients and key takeaways for futureproofing their practices.

We're thrilled to announce the Holmlund Financial advisory team has joined Harbourfront Wealth Management! This trusted team from Fort Frances, Ontario, is growing their business with innovative digital platforms for a truly exceptional client experience. They will also provide access to private securities to help their clients achieve their financial goals. Join us in welcoming Adrian Chapman and the entire Holmlund team to Harbourfront!

With a name like Harbourfront, it’s only fitting that our largest-ever in-person event takes place right on the water. Harbourfront advisors will immerse themselves in a unique blend of innovation, learning, and networking at our upcoming AGM+ at the River Rock, nestled along the historic Fraser River. Unique sessions. Industry leaders. Breathtaking views. This is more than just an event; it’s a journey into the future of wealth management!

Yesterday, a group of 27 Harbourfront team members volunteered to spend a sunny afternoon cleaning up at Trout Lake Park. “I’ve only been to Trout Lake a few times, but this has been motivating not only to visit more but keep it looking good for everyone to enjoy,” said Michael Norris, a Compliance Officer from Harbourfront. “Sustainability is a team effort, and it was fantastic bringing a group together. It’s important to take pride in your community, so we were delighted to spend an afternoon keeping BC beautiful.”   Thank you City of Vancouver for supporting our volunteers for this #cleanupparty and shout out to our organizers on the Harbourfront Connection Crew!

Ready to make a meaningful impact on your clients' financial futures? If you’re dedicated to uncovering and delivering the best possible options for your clients, like our Portfolio Manager Paul Green, CFP, CIM and our other independent thinkers, then let's start a conversation. Find out if Harbourfront Wealth Management is the place for an advisor like you. Get started by connecting with Brian Mennis, CFP, RRC and our Partner Evaluation team.

From entrepreneurial thought leaders to industry trailblazers, Harbourfront's AGM+ is packed with remarkable, talented people. Swipe through for a peek at who will be sharing exclusive insights at Harbourfront's largest in-person event. We’re excited to learn from the best in the business! Countdown is on. See you soon Marie Neill, Mike McGillivray, and Phoebe Yong!

If you’re in Toronto, join us for the Women's Private Capital Summit Canada on September 16-18th at the Ritz Carlton to hear insights from a talented group of incredibly smart and experienced women in private markets. I will be speaking on a panel about navigating the private credit industry and what lies ahead. Special thanks to with.Intelligence for bringing together such an impressive group. Register here: https://lnkd.in/eN2_BpeV With Intelligence

As the world's largest alternative asset manager with more than $1 trillion in AUM, Blackstone sets a high bar in the world of private investments. We're thrilled that Blackstone's David Stubbs, Managing Director and Senior Investment Strategist, Private Wealth Solutions, is speaking at Harbourfront's AGM+! David is bringing his wealth of experience to this exclusive fireside chat. Harbourfront's investment advisors are looking forward to his deep dive into emerging trends and the future of private assets.

✏️ Do you have a back-to-school mindset? It’s the perfect time to follow your curiosity and continue learning—long after graduation.