As your wealth increases, so do the complexities of its management. Harbourfront is the premier choice for clients who are looking for experienced and seasoned professionals to manage their wealth – and in a way that meets their every need. Providing access to unique institutional type accounts which are not 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.
True Wealth Management involves an integrated, multilayered approach which follows a disciplined and predetermined process. Managing your net worth involves much more than your investment accounts. The 8 Step Wealth Management Process is an integrated, multilayered approach encompassing tax minimization planning, portfolio construction, and management, retirement income planning, trusts & estate preservation as well as risk management. The process takes our clients through six initial meetings with one of our advisory teams, followed by a meeting with a tax lawyer. 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.
Strategic Private Wealth Counsel. Embodying a philosophy of independent, unbiased advice with an unwavering commitment to delivering true wealth management.
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