Destiny & Purpose led us to create a team who are carefully selected based on the highest standards of excellence.
Since inception, we have maintained a philosophy of independent, unbiased advice, with an unwavering commitment to serving our clients’ holistic wealth management needs. This empowers clients to realize their lifestyle goals!
Our team, headed by Nelson Mooney, and Dawn Lane, consists of proven industry professionals that have evolved their offering and approach over long-standing careers. We are based out of Abbotsford British Columbia, and we utilize Harbourfront’s unique approach to wealth management in order to help our clients reach their financial, and lifestyle goals.