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Who's Managing My Money?

As wealth increases, so do the complexities of its management.

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.

Wealth Management Services

  • Income planning & projecting
  • Retirement planning
  • Traditional Investments
  • Alternative investments
  • Private investments
  • Watermark Private Portfolio
  • Back tested portfolio construction

Family Office Services

  • Trusts & estate preservation planning
  • Philanthropic planning
  • Insurance products
  • Tax Planning
  • Group Benefits & Pension Plans
  • Intergenerational Transfers of Wealth

Family Office Services are not regulated by CIRO and some products do not qualify for CIPF coverage, please inquire with your advisor for more information



Questions about the Integrated Net Worth Model? We would love to chat further about it. Contact us now!