Setting expectations on an inheritance
Whether a client wants to give a living gift to their grandchildren, distribute their heirs’ inheritance in a trust or start a charitable foundation, advisors say setting expectations early can prevent family drama later.
Harbourfront Wealth Acquires KJ Harrison & Partners, a $2.2 billion CIRO dealer
Harbourfront Wealth Holdings Inc. (“Harbourfront Wealth”) proudly announces the acquisition of KJ Harrison & Partners (“KJH”), a premier High Net Worth and Family Office boutique.
TSX set for best week in 7 months; US-Japan trade talks in focus
Energy stocks led Canada's main stock index higher on Thursday, as investors took stock of U.S.-Japan trade negotiations, although sentiment remained fragile amid tariff uncertainties. This year's list includes the industry's finest, recognizing those who steered their clients' portfolios through...
Fasten your Seatbelt
Fasten your Seatbelt By Theresa Shutt, CFA, CIO Executive Summary • Following Trump’s announcement to impose steep tariffs across the world, global stock markets posted record losses and recessionary fears returned • This strategy has been designed not as a tool of...
The onus is on advisory firms to support private market investments
“The dealer has a responsibility to make sure advisors have the right knowledge, education and training,” said Theresa Shutt, chief investment officer at Harbourfront Wealth Management, in an interview on Friday. “Dealers should build that expertise in-house, so that investment...
Market and Economic Insights – Q1 2025