Telecom and energy sectors help lift S&P/TSX composite, U.S. markets mixed
“Canada's been in a good spot the last couple of weeks, but I think there’s still some cautious tone across the market,” said David Ferreira, portfolio manager.
How this advisor went from selling Kool-Aid as a kid to offering the tough advice clients need to hear
Ladan Shokrgozar, senior portfolio manager at Harbourfront Wealth Management, says advisors need to focus on the human side of wealth management.
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.
Market and Economic Insights – Q1 2025
Harbourfront’s Chief Investment Officer, Theresa Shutt, shares her perspective on the themes that influenced the first quarter of 2025 and offers her insights on what to expect going forward.
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...
A Temporary Truce: The US-China Trade War