Think of us as your personal CFO. We can help build, manage, and protect your net worth by anticipating and proactively taking care of your financial concerns so you can focus on other priorities. High net worth individuals and families have unique needs that require comprehensive financial planning. To meet these, we utilize a full suite of financial products and services: Tax-efficient investments, Investments Loans, Tax and Estate Planning, Insurance Planning, Brokerage Services, Managed Asset Investment Programs, Philanthropic Planning.
At Harbourfront, alignment with our clients and advisors is first and foremost. To achieve this, we have turned the traditional industry model on its head by preventing conflicts of interest between large company shareholders and management, and clients and financial advisors.
Like Netflix, Uber, Apple, Amazon, and Airbnb, we have a singular focus on serving the best interests of our clients 100% of the time – that’s the Harbourfront way!