Insights

Tailored Wealth Plans Harbourfront Wealth Management emphasizes tailored wealth plans with a focus on risk management, tax minimization, and estate preservation. This personalized approach could be appealing to clients seeking comprehensive financial solutions beyond standard offerings.

Independent Advice The company prides itself on providing independent, unbiased advice without incentives to push proprietary products. This commitment to integrity and client-centric services could attract individuals and businesses looking for transparent financial guidance.

Tech-Driven Solutions Utilizing a range of tech tools like Google Analytics, WordPress, and Chart.js, Harbourfront Wealth Management demonstrates a commitment to leveraging technology for efficient financial management. This tech-savvy approach may appeal to tech-oriented clients seeking modern solutions.

Mid-Market Revenue With revenue ranging from $10M to $50M, Harbourfront Wealth Management operates in the mid-market segment. Targeting this niche could present sales opportunities for businesses looking to partner with a financially stable company that caters to clients with substantial wealth.

Competitive Landscape In comparison to larger players like RBC Wealth Management and Scotia Wealth Management, Harbourfront's boutique approach offers a more personalized and potentially differentiated service. Positioning itself against such competitors could be a key sales strategy to highlight the unique value proposition.

Similar companies to Harbourfront Wealth Management

Harbourfront Wealth Management Tech Stack

Harbourfront Wealth Management uses 8 technology products and services including Google Analytics, YCharts, WordPress, and more. Explore Harbourfront Wealth Management's tech stack below.

Google Analytics
Analytics
YCharts
Charting
WordPress
Content Management System
Cloudflare
Content Management System
Chart.js
Javascript Graphics
jQuery
Javascript Libraries
RSS
Miscellaneous
Cloudflare Bot Management
Security

Media & News

Harbourfront Wealth Management's Email Address Formats

Harbourfront Wealth Management uses at least 1 format(s):

Harbourfront Wealth Management Email Formats	Example	Percentage
First.Last@harbourfrontwealth.com	John.Doe@harbourfrontwealth.com	80%
FLast@harbourfrontwealth.com	JDoe@harbourfrontwealth.com	17%
Last@harbourfrontwealth.com	Doe@harbourfrontwealth.com	2%
First.Middle@harbourfrontwealth.com	John.Michael@harbourfrontwealth.com	1%

Frequently Asked Questions

Where is Harbourfront Wealth Management's headquarters located?

Harbourfront Wealth Management's main headquarters is located at 1800-1055 W Georgia St Vancouver, British Columbia V6E 3P3 CA. The company has employees across 1 continents, including North America.

What is Harbourfront Wealth Management's phone number?

You can contact Harbourfront Wealth Management's main corporate office by phone at

+1-604-558-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Harbourfront Wealth Management's official website and social media links?

Harbourfront Wealth Management's official website is harbourfrontwealth.com and has social profiles on LinkedIn.

How much revenue does Harbourfront Wealth Management generate?

As of August 2024, Harbourfront Wealth Management's annual revenue reached $15M.

What is Harbourfront Wealth Management's NAICS code?

Harbourfront Wealth Management's NAICS code is 52 - Finance and Insurance.

How many employees does Harbourfront Wealth Management have currently?

As of August 2024, Harbourfront Wealth Management has approximately 201 employees across 1 continents, including North America. Key team members include Chief Marketing Officer: S. G.Chief Technology Officer: L. T.Chief Financial Officer And Chief Operating Officer: L. R. S.. Explore Harbourfront Wealth Management's employee directory with LeadIQ.

What industry does Harbourfront Wealth Management belong to?

Harbourfront Wealth Management operates in the Financial Services industry.

What technology does Harbourfront Wealth Management use?

Harbourfront Wealth Management's tech stack includes Google AnalyticsYChartsWordPressCloudflareChart.jsjQueryRSSCloudflare Bot Management.

What is Harbourfront Wealth Management's email format?

Harbourfront Wealth Management's email format typically follows the pattern of . Find more Harbourfront Wealth Management email formats with LeadIQ.

Harbourfront Wealth Management

Financial ServicesBritish Columbia, Canada201-500 Employees

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.