Oakwater Wealth Counsel - Harbourfront Wealth Management
Company

Oakwater Wealth Counsel - Harbourfront Wealth Management

Financial Services Ca 8 employees
Employees
8
Contacts
3
Emails
3

Oakwater Wealth Counsel - Harbourfront Wealth Management Overview

Headquarters
Ca
Industry
Financial Services
Employees
8
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About Oakwater Wealth Counsel - Harbourfront Wealth Management

We're an independent advisory firm with access to a flexible and innovative investment model that takes into account unique alternative investments. Our team has the knowledge and expertise to create a lasting impact for our clients. We believe teamwork drives a sense of passion, excitement and adventure and we are inspired by the innovation and continuous improvement in our people that directly benefits our clients. Experience-driven planning and guidance are the cornerstones of our practice. We're passionate about creating comprehensive, strategic plans that foster growth and impact for good.

Oakwater Wealth Counsel - Harbourfront Wealth Management Contact Details

People in AeroLeads
4
With contact data
3
Email contacts
3
75.0% coverage

Oakwater Wealth Counsel - Harbourfront Wealth Management Org Chart

Sample employees and titles
Name Title Contact
Elaine Bonilla Associate Investment Advisor
View
Kanika Malhan, Ba Administration Manager & Investment
Email
Ladan Shokrgozar Ba, Cim Senior Portfolio Manager
Email
Andy Trinh Cim® Associate Portfolio Manager
Email

Employees by Management Level

Manager 3 profiles
Associate / junior 1 profile

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