True wealth management involves an integrated, multilayered approach which follows a disciplined and pre-determined process.
Managing your net worth involves much more than your investment accounts.
Many of our advisors use Harbourfront’s 8-Step Wealth Management Process – an integrated, multi-layered approach encompassing tax minimization planning, portfolio construction and management, retirement income planning, trusts & estate preservation as well as risk management.
The process takes our clients through six initial meetings with one of our advisory teams, followed by a meeting with a tax lawyer. Once the plan has been implemented, a structured review program is put in place that includes regular comprehensive wealth management assessments as well as portfolio reviews.
Performed by Advisory Team
Performed by Advisory Team
Performed by Advisory Team
Performed by Advisory Team
Performed by Advisory Team
Performed by Advisory Team
Performed by Lawyer
Performed by Advisory Team
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