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Unlike the large investment institutions, we embody 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.
Allegro Investment Fund is a privately held investment fund with over $750 million under management. They invest in companies ranging from start ups to established businesses across a broad range of industries and geographies.
Kepler Cheuvreux is an independent European financial services company specializing in research, execution, advisory, and asset management services.
BondLink is a venture-backed financial technology company developing solutions for issuers in the approximately $4 trillion municipal bond market.
Stultz Financial is a Newport Beach, CA-based company in the Financial Services sector.