Harbourfront Wealth Management

Harbourfront Wealth Management

Financial Services Vancouver, British Columbia, Ca 231 employees
Employees
231
Contacts
2
Emails
2

Harbourfront Wealth Management Overview

Headquarters
Vancouver, British Columbia, Ca
Industry
Financial Services
Employees
231
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Harbourfront Wealth Management

Unlike the large institutions, Harbourfront Wealth embodies a philosophy of independent, unbiased advice with an unwavering commitment to delivering true wealth management. We do this by offering harmonized advice that intricately weaves defensive portfolio construction, income planning and projecting, tax minimization planning, estate preservation, and trust management, all with a continuous focus on the management of risk. Our advisors located in Harbourfront’s branches across Canada have been carefully selected based on high standards of excellence and integrity. They tailor client wealth plans with no incentive to use proprietary products or investment vehicles.

Harbourfront Wealth Management Contact Details

People in AeroLeads
4
With contact data
2
Email contacts
2
50.0% coverage

Harbourfront Wealth Management Org Chart

Sample employees and titles
Name Title Contact
Pearl Wong, Cphr
View
Leonard Trigg Chief Technology Officer
Email
Reinaldo Correia, Cfp, Rrc, Cpca Life’s Successes by Design - Retirement
Email
Stephen Granata, M.eng, Mba
View

Employees by Management Level

Individual contributor 21 profiles
Executive 9 profiles
Manager 6 profiles
Associate / junior 5 profiles
Director 3 profiles
Senior / Lead 3 profiles

Department Contact Coverage

Department Contacts Email Phone
General 6 6 2
Operations 6 6 1
Finance 5 5 1
Executive 5 5 1
Legal 2 2 0
Marketing 1 1 1

Harbourfront Wealth Management Tech Stack

Data / AI 1 profile
Product / design 1 profile

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