A Prudent Approach

The time has come for retail investors to apply the model of a pension portfolio to help provide a better overall investment experience of better returns with less risk.

Thinking about planning for your retirement can be an incredibly frustrating and overwhelming process. In fact, over 40% of Canadians worry that they will never be able to retire, which is a pretty discouraging statistic. 

You just need the right team.

At The Wealthbuilding Group-Harbourfront Wealth Management, we’ve worked with thousands of clients from all ages and incomes, helping them to achieve their retirement and financial goals. Our plans and strategies help us understand what it is you want to achieve, and outline the right foundation and processes to help you get there. 

When most of us think of investing, we think of the stock market – investing in publicly traded equities. While most retail investors compete for the same, limited number of public companies listed on global exchanges, tens of millions of private businesses exist worldwide, many of which also seek to raise capital by issuing equity or borrowing from investors. Investing in private companies is not new, but for the most part, has only been accessible by institutional investors such as pension and endowment funds, charitable foundations and the ultra-high-net-worth. Until now. Harbourfront has access to retail friendly private businesses including private equity, private debt and private real estate.

Private securities generally provide portfolio stability and reduce the volatility in equity and fixed income markets. Faced with historically low interest rates, bonds no longer do their job so the old 60/40 ‘balanced’ portfolio approach, no longer works.

Customized Advice For You!

Every client’s goal and current standing is different. This is why we work with you to understand your wants, needs, and abilities, to create customized processes that are tailored specifically to helping you achieve your goals.

Understand Your Options.

Never fear about being left in the dark! We deliver simple, effective, and understandable advice that is easy to digest and move forward with. So you can rest assured that you know the next step and all of the options that are available to you.

Create Your Financial Future!

With our foul-proof strategies, we’ll help you achieve your goals and reach your retirement plan, just as we have for thousands of other clients. Your ideal financial future is closer than you think!

Our process

Dream it.

First, we’ll connect to understand your dreams and goals for the future along with your current financial standings. This will help us, your financial advisors, understand what it is you are after and what we have to do to get you there. This is the fun part! So if you have a current dream or vision in mind, now’s the time to let us know.

Build it.

It’s time to get to work! We’ll create plans and strategies that will help you achieve your financial goals in the timeline which works for you. Then, we’ll meet to go over everything so you have a clear vision of what needs to be done to reach your financial and retirement goals.

Live it.

We’ll work with you along the way so that when the time comes, your finances are in the right place so you can buy your vacation home, retire early, send your children to school, or live out the rest of your life comfortably. Doesn’t that sound ideal?

Book a Free Consultation Today!

Ready to get started? The first step is the easiest; book a no-obligation consultation with us today so we can learn more about you and get you headed in the right direction. Your dream retirement and financial goals are only a few clicks away.