1.877.557.8266
info@strategicprivatewealth.com
Book A Meeting

Our Approach

The Integrated Net Worth Model

Looking beyond the services and products commonly available to retail investors allows Harbourfront to stay client-centric, and focused on the best avenues for preservation and enhancement of wealth. The Integrated Net Worth Model provides advanced services beyond those generally available through accountants and investment advisors. We integrate your wealth plan with the advice of your accountant lawyer or other legal professional to provide a holistic strategy for you to achieve your wealth goals.

  • Income planning & projecting
  • Retirement planning
  • Traditional Investments
  • Alternative investments
  • Private investments
  • Back tested portfolio construction
  • Tax Planning
  • Trusts & estate preservation planning
  • Philanthropic planning
  • Intergenerational Transfers of Wealth and Legacy Planning
  • Insurance products *

 

*Insurance products are sold via Harbourfront Estate Planning Services Inc,. (HEPSI). These products are not subject to CIRO regulation or CIPF coverage, please inquire with your advisor for more information.

Multilayered Approach

Managing your net worth involves much more than your investment accounts. The integrated, multilayered approach encompasses tax minimization planning, portfolio construction, and management, retirement income planning, trusts & estate preservation as well as risk management.

Once the plan has been implemented, a structured review program is put in place that includes regular comprehensive wealth management assessments as well as portfolio reviews.

Our advisory team can also work with your accountant and/or tax lawyer directly as needed.

Contact An Advisor

Interested in Learning More?

CONNECT WITH US
Contact Us