Harbourfront Wealth Management is a Vancouver-based investment dealer with branch locations across Canada. Harbourfront has an expansive team of seasoned advisors and is dedicated to providing Canadians with more investment opportunities, including access to pension-style investment vehicles, such as private equity, private real estate, and private debt. The company takes a holistic and unbiased approach to delivering true wealth management.  


Finance

Harbourfront Wealth Management

Danny Popescu

Leonard Trigg

Zoheb Somani

Kim Thompson

The Investment Management team at Harbourfront Wealth Management is responsible for constructing and managing diverse investment portfolios tailored to client needs, leveraging a wide array of asset classes including private equity, real estate, and debt instruments. Comprising portfolio analysts and managers, the team conducts in-depth market research, risk analysis, and performance evaluation to ensure optimal investment strategies are implemented, aligning with the company's holistic wealth management approach.

Investment Management

The Leadership Team at Harbourfront Wealth Management is responsible for steering the company's strategic direction and ensuring compliance with industry regulations. Comprising senior executives, including the CEO and CFO, this team fosters innovation in investment strategies and oversees operational efficiency. Their collaborative efforts are aimed at enhancing client offerings and maintaining the firm's commitment to holistic wealth management.

Leadership Team

The Operations and Administrative Support team at Harbourfront Wealth Management plays a critical role in ensuring seamless day-to-day operations within the firm. They manage administrative tasks, support operational efficiency, and provide analytics to drive decision-making. This team serves as a backbone for advisors and stakeholders, facilitating communication and helping enhance client experiences through effective coordination and organization.

Operations and Administrative Support

The Compliance and Regulatory team at Harbourfront Wealth Management ensures that the company adheres to all legal and regulatory requirements governing the financial services industry. This team is responsible for monitoring compliance policies, conducting regular audits, managing registrations, and developing training programs, thereby safeguarding the firm's reputation and maintaining investor trust while fostering a culture of accountability and ethical conduct.

Compliance and Regulatory

The Finance and Accounting team at Harbourfront Wealth Management is responsible for managing the company's financial operations, ensuring accurate financial reporting, and providing strategic financial planning and analysis. This team works collaboratively to oversee budgeting, payroll, and compliance, while supporting the organization’s growth and investment strategies through diligent financial oversight and expert advice.

Finance and Accounting

The Human Resources and Client Relations team at Harbourfront Wealth Management focuses on enhancing employee engagement and client satisfaction. They manage recruitment, training, and development of talent while ensuring a seamless experience for clients through effective communication and support. By fostering a positive workplace culture and building strong client relationships, the team contributes to the overall success and growth of the company.

Harbourfront Wealth Management

Org chart

Teams

Investment Management

Leadership Team

Operations and Administrative Support

Compliance and Regulatory

Finance and Accounting

Human Resources and Client Relations

Offices

Harbourfront Wealth Management

Org chart

Teams

Investment Management

Leadership Team

Operations and Administrative Support

Compliance and Regulatory

Finance and Accounting

Human Resources and Client Relations

Offices

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