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.
Private market investments can strengthen your portfolio, especially in turbulent times
“The traditional 60/40 portfolio is no longer sufficient, especially in turbulent times. Private market investments offer a more resilient approach — boosting diversification, stability and returns” says David Ferreira, portfolio manager at Harbourfront Wealth Management, in this Financial Post feature.
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...
Harbourfront announces acquisition to boost AUA to $8 billion
On January 31, 2023, David Harris, CFP, CIM, Wes Ashton, CIM, FCSI, and Travis Forman, BA, CFP, FMA, CIM, FCSI, were named to this year's Wealth Professional Canada Magazine's Top 50 Advisors List! This year's list includes the industry's finest, recognizing those who steered their...
Harbourfront acquires Quebec’s Rothenberg Wealth
On January 31, 2023, David Harris, CFP, CIM, Wes Ashton, CIM, FCSI, and Travis Forman, BA, CFP, FMA, CIM, FCSI, were named to this year's Wealth Professional Canada Magazine's Top 50 Advisors List! This year's list includes the industry's finest, recognizing those who steered their...
Which thematic ETFs should investors be looking at?
On January 31, 2023, David Harris, CFP, CIM, Wes Ashton, CIM, FCSI, and Travis Forman, BA, CFP, FMA, CIM, FCSI, were named to this year's Wealth Professional Canada Magazine's Top 50 Advisors List! This year's list includes the industry's finest, recognizing those who steered their...
B.C. investors shift gears after capital gains change
On January 31, 2023, David Harris, CFP, CIM, Wes Ashton, CIM, FCSI, and Travis Forman, BA, CFP, FMA, CIM, FCSI, were named to this year's Wealth Professional Canada Magazine's Top 50 Advisors List! This year's list includes the industry's finest, recognizing those who steered their...
Alternative Investments, the Interest Rate Environment, and 2024 Mid-Year Performance
On January 31, 2023, David Harris, CFP, CIM, Wes Ashton, CIM, FCSI, and Travis Forman, BA, CFP, FMA, CIM, FCSI, were named to this year's Wealth Professional Canada Magazine's Top 50 Advisors List! This year's list includes the industry's finest, recognizing those who steered their...