Harbourfront Wealth Management
Financial Services • 
1800-1055 W Georgia St, Vancouver, Canada • 201-500 Employees
Company overview
| Headquarters | 1800-1055 W Georgia St, Vancouver, British Columbia V6E 3P3, CA |
| Phone number | +18775886822 |
| Website | |
| NAICS | 52 |
| SIC | 621 |
| Keywords | Finance, Wealth Management, Retirement Planning, Financial Planning, Trusts & Estate Planning, Financial Products, Back-Tested Portfolio Analysis, Income Projecting & Analysis, Tax Efficient Portfolio Construction, Tax Minimization Planning |
| Employees | 201-500 |
| Socials |
Key Contacts at Harbourfront Wealth Management
Geoff Pilgrim
Director, Operations And Transitions
Paul Marion
Executive Managing Director, Tax & Wealth Planning
Raj Pandher
Director Of Integration Operations
Giti Sepahi
Director Of Human Resources
Lesley Walters-Sagher
Director Of Compliance Supervision And Program Development
Sheila Malchenko
Director Of Marketing & Communications
Christopher Mack
Director Of Compliance
Harbourfront Wealth Management Email Formats
Harbourfront Wealth Management uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@harbourfrontwealth.com), used 49.2% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@harbourfrontwealth.com | 49.2% |
{first name}{last name} | johndoe@harbourfrontwealth.com | 48.2% |
{last name}{last name} | doedoe@harbourfrontwealth.com | 2.1% |
About Harbourfront Wealth Management
Unlike the large institutions, Harbourfront Wealth embodies a philosophy of independent, unbiased advice with an unwavering commitment to delivering true wealth management. We do this by offering harmonized advice that intricately weaves defensive portfolio construction, income planning and projecting, tax minimization planning, estate preservation, and trust management, all with a continuous focus on the management of risk. Our advisors located in Harbourfront’s branches across Canada have been carefully selected based on high standards of excellence and integrity. They tailor client wealth plans with no incentive to use proprietary products or investment vehicles.
Harbourfront Wealth Management revenue & valuation
| Annual revenue | $24,000,000 |
| Revenue per employee | $104,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $76,800,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 201-500
Seniority
Employees
Employees by Department
Harbourfront Wealth Management has 145 employees across 9 departments.
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Harbourfront Wealth Management Tech Stack
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