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
- Website
- harbourfrontwealth.com
- Industry
- Financial Services
- Employees
- 231
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| Pearl Wong, Cphr | Greater Vancouver Metropolitan Area, Canada |
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| Leonard Trigg | Chief Technology Officer | Vancouver, British Columbia, Canada |
Email
|
| Reinaldo Correia, Cfp, Rrc, Cpca | Life’s Successes by Design - Retirement | Aurora, Ontario, Canada |
Email
|
| Stephen Granata, M.eng, Mba |
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|
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 | 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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