Wealth Professional Canada’s Top 50 Advisors List
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...
Globe Advisor Weekly Newsletter Must Reads List
Travis Forman, BA, CFP, FMA, CIM, FCSI, is a Portfolio Manager at Harbourfront. Travis’ article on housing affordability and high interest rates was featured as part of The Globe and Mail’s Globe Advisor Weekly Newsletter Must Reads list on January...
Wealth Professional: How Partnership Puts Client Conversation Front and Centre
Leonard Trigg, CTO at Harbourfront, shared about his involvement with Mako and Portfolio Aid on January 26, 2023, in Wealth Professional’s news story about creating a connection between two firms in the industry.
ACG British Columbia’s 2022 Dealmakers of the Year Awards
The Association for Corporate Growth (ACG) British Columbia has named Harbourfront a finalist in the 2022 Deal of the Year Award. This award celebrates a leading British Columbia sell-side transaction. The ACG recognized the executive team and CEO, as well...
Wealth Professional: Harbourfront Sets Five-Year Business Value Target
Mark Pinto, President of Harbourfront, was interviewed about his plans for future milestones and big goals for the future of Harbourfront. In a Wealth Professional article on January 20, 2023, Mark says, “Our goal is to establish an enterprise value...
CAASA: Inflation Fighters – Private Lending
Available now is the second in the Canadian Association of Alternative Strategies & Assets (CAASA) Inflation Fighters Series, featuring advice from Harbourfront’s Portfolio Advisor Travis Forman, BA, CFP, FMA, CIM, FCSI. CAASA authors of this paper believe "The economic backdrop...
The Business of You Podcast: Running an Influential Finance Firm
The Business of You podcast published on January 10, 2023, features an interview with Danny Popescu, CEO of Harbourfront, sharing his guidance on the financial industry, how he strives to make Harbourfront a great place to work, and making an...
CFJC Today Newsroom: Begin With the End in Mind
Did you catch Mark Bertoli, CPCA, on the January 9, 2023 Midday show for CFJC Today Newsroom? As part of a 4-part series, in this episode “Begin with the end in mind,” Mark shares his insights about figuring out where...
Canada News Media: Harbourfront Gives Foundation Smashes Holiday Meals Goal in Food Banks Canada Campaign
When the Harbourfront team thought about the best way to help families in need this holiday season, it set an ambitious goal: provide 10,000 meals to families across the country through Food Banks Canada. The Harbourfront Gives Foundation exceeded the...
The Globe & Mail: How to Make Up for the Retirement Income Gap When Pensions Won’t Be Enough
Tom Gilman, BA, CIM, CFP, CLU, FCSI, senior wealth Advisor and senior Portfolio Manager at Harbourfront, shared insights on the landscape for retirement investing with The Globe and Mail on December 6, 2022.