Harbourfront

Harbourfront Wealth Appoints Director of Operations and Transitions

Retrieved on: 
Wednesday, July 12, 2023

VANCOUVER, British Columbia, July 12, 2023 (GLOBE NEWSWIRE) -- Harbourfront Wealth Management Inc. (“Harbourfront” or the “Company”), a national leading independent wealth advisory and investment management firm, today announced the appointment of Geoff Pilgrim as Director of Operations and Transitions.

Key Points: 
  • VANCOUVER, British Columbia, July 12, 2023 (GLOBE NEWSWIRE) -- Harbourfront Wealth Management Inc. (“Harbourfront” or the “Company”), a national leading independent wealth advisory and investment management firm, today announced the appointment of Geoff Pilgrim as Director of Operations and Transitions.
  • Operating out of Harbourfront’s offices in Burlington, Ontario, Pilgrim will lead the operations and transitions teams, supporting nearly 300 existing staff across the country and the ongoing new advisory teams joining the firm.
  • “We’re thrilled to welcome Geoff to the firm.”
    Prior to joining Harbourfront, Pilgrim held the role of Vice President, Supervision & Advisor Experience at Wellington-Altus Private Wealth, where he was a senior member of the advisor transitions and compliance teams.
  • Previously, Pilgrim served as the National Operations and Risk Manager at RBC Wealth Management Financial Services Inc.

Harbourfront Wealth Appoints Head of Corporate Development to Meet Firm Growth Demands

Retrieved on: 
Thursday, July 6, 2023

VANCOUVER, British Columbia, July 06, 2023 (GLOBE NEWSWIRE) -- Harbourfront Wealth Management Inc. (“Harbourfront” or the “Company”), a national leading independent wealth advisory and investment management firm, today announced the appointment of Brian Mennis as the organization’s new Senior Vice President and Head of Corporate Development.

Key Points: 
  • VANCOUVER, British Columbia, July 06, 2023 (GLOBE NEWSWIRE) -- Harbourfront Wealth Management Inc. (“Harbourfront” or the “Company”), a national leading independent wealth advisory and investment management firm, today announced the appointment of Brian Mennis as the organization’s new Senior Vice President and Head of Corporate Development.
  • In this new role, Mennis will drive Harbourfront’s continued expansion of best in class recruiting processes, corporate development practices, and mentorship as more advisory teams join the firm.
  • He brings extensive recruiting experience and is skilled at developing and mentoring other corporate development personnel.
  • “Harbourfront is the fastest growing independent firm on the street with advisors bringing big books of business and delivering tremendous value to their clients,” says Mennis.

Study reveals 60% of Canadians unfamiliar with private investments, despite Canada’s pension funds among largest global players

Retrieved on: 
Tuesday, June 27, 2023

According to a recent study, a stark majority of Canadians are unfamiliar with private investments, despite Canada’s large institutional involvement and track record of successii in the space.

Key Points: 
  • According to a recent study, a stark majority of Canadians are unfamiliar with private investments, despite Canada’s large institutional involvement and track record of successii in the space.
  • Findings from a new study of the Canadian population reveals that 60% of Canadians are not very familiar or not at all familiar with private investments.
  • More common with institutional investors like pension funds, private investments may include private lending, private equity such as investing capital into companies that are not publicly traded, and private real estate such as student housing, seniors living facilities, and infrastructure.
  • “Pension and endowment funds have been investing in private securities for decades,” says Danny Popescu, Chief Executive Officer of Harbourfront.

Harbourfront Wealth Appoints Chief Investment Officer Christine Tessier

Retrieved on: 
Tuesday, May 23, 2023

VANCOUVER, British Columbia, May 23, 2023 (GLOBE NEWSWIRE) -- Harbourfront Wealth Management Inc. (“Harbourfront” or the “Company”), a national leading independent wealth advisory and investment management firm, welcomes Christine Tessier as Chief Investment Officer (“CIO”).

Key Points: 
  • VANCOUVER, British Columbia, May 23, 2023 (GLOBE NEWSWIRE) -- Harbourfront Wealth Management Inc. (“Harbourfront” or the “Company”), a national leading independent wealth advisory and investment management firm, welcomes Christine Tessier as Chief Investment Officer (“CIO”).
  • An industry veteran with over 20 years of experience as a Chartered Financial Analyst and Chartered Alternative Investment Analyst, Tessier brings extensive due diligence and product development experience across asset classes.
  • “We’re thrilled to welcome Christine Tessier as CIO of Harbourfront, bringing extensive experience working within some of the tightest regulations in the market,” says Danny Popescu, Chief Executive Officer (“CEO”) at Harbourfront.
  • For more information about Harbourfront Wealth Management, please visit: www.harbourfrontwealth.com .

The Harbourfront Group Announces Leonard Trigg’s Appointment to President of Willoughby Asset Management

Retrieved on: 
Wednesday, April 26, 2023

VANCOUVER, British Columbia, April 26, 2023 (GLOBE NEWSWIRE) -- the Harbourfront Group of companies (“the Group”), which includes Harbourfront Wealth Management Inc., is pleased to announce the promotion of Leonard Trigg to President of Willoughby Asset Management Inc. (“Willoughby”), the Investment Fund Manager member of the Group.

Key Points: 
  • VANCOUVER, British Columbia, April 26, 2023 (GLOBE NEWSWIRE) -- the Harbourfront Group of companies (“the Group”), which includes Harbourfront Wealth Management Inc., is pleased to announce the promotion of Leonard Trigg to President of Willoughby Asset Management Inc. (“Willoughby”), the Investment Fund Manager member of the Group.
  • “Leonard is the right person to step into the role of President of Willoughby,” says Danny Popescu, Chief Executive Officer of the Harbourfront Group.
  • “His exceptional knowledge of the asset management industry and impressive experience will continue building on the momentum of the successes of our innovative asset allocation solutions.”
    Trigg will continue serving as a member of Harbourfront Wealth Management’s executive leadership team as Chief Technology Officer (“CTO”).
  • For more information about Harbourfront Wealth Management, please visit: www.harbourfrontwealth.com .

Harbourfront Wealth Promotes Kim Thompson Ahead of Anticipated Growth Wave

Retrieved on: 
Monday, April 17, 2023

VANCOUVER, British Columbia, April 17, 2023 (GLOBE NEWSWIRE) -- Harbourfront Wealth Management Inc. (“Harbourfront” or the “Company”) is pleased to announce the promotion of Kim Thompson to Chief of Staff (CoS).

Key Points: 
  • VANCOUVER, British Columbia, April 17, 2023 (GLOBE NEWSWIRE) -- Harbourfront Wealth Management Inc. (“Harbourfront” or the “Company”) is pleased to announce the promotion of Kim Thompson to Chief of Staff (CoS).
  • Harbourfront welcomed Kim Thompson to Harbourfront in September 2022.
  • “In a short period of time, Kim Thompson has demonstrated tremendous leadership with a natural talent for strategy and a strong ability to develop high performing teams,” says Danny Popescu, CEO of Harbourfront Wealth Management.
  • For more information about Harbourfront Wealth Management, please visit: www.harbourfrontwealth.com

Industry Veteran Lesley Walters-Sagher joins Harbourfront Wealth as Director of Compliance Supervision and Program Development

Retrieved on: 
Tuesday, March 28, 2023

VANCOUVER, British Columbia, March 28, 2023 (GLOBE NEWSWIRE) -- Harbourfront Wealth Management Inc. (“Harbourfront” or the “Company”) today announced the appointment of Lesley Walters-Sagher as the organization’s new Director of Compliance Supervision and Program Development, effective this month of March.

Key Points: 
  • VANCOUVER, British Columbia, March 28, 2023 (GLOBE NEWSWIRE) -- Harbourfront Wealth Management Inc. (“Harbourfront” or the “Company”) today announced the appointment of Lesley Walters-Sagher as the organization’s new Director of Compliance Supervision and Program Development, effective this month of March.
  • Walters joins Harbourfront after nearly four years at Wellington-Altus Private Wealth, where she served as Vice President of Supervision.
  • In her role as Director of Compliance Supervision and Program Development at Harbourfront, Walters will help advisory teams and staff understand the policies and procedures of the firm.
  • “We are thrilled to welcome Lesley to our Harbourfront management team,” says Calder Ellis, Chief Compliance Officer at Harbourfront.

Harbourfront Wealth Supports Food Banks Canada to Address Child Hunger 

Retrieved on: 
Wednesday, February 1, 2023

VANCOUVER, British Columbia, Feb. 01, 2023 (GLOBE NEWSWIRE) -- Harbourfront Wealth Management (‘Harbourfront’ or the ‘Company’), a national leading independent wealth advisory and investment management firm, today announced that donations raised during its holiday season will supply nutritious food packs for children in all 10 provinces and three territories through Food Banks Canada to help alleviate child hunger in Canada.

Key Points: 
  • VANCOUVER, British Columbia, Feb. 01, 2023 (GLOBE NEWSWIRE) -- Harbourfront Wealth Management (‘Harbourfront’ or the ‘Company’), a national leading independent wealth advisory and investment management firm, today announced that donations raised during its holiday season will supply nutritious food packs for children in all 10 provinces and three territories through Food Banks Canada to help alleviate child hunger in Canada.
  • Harbourfront Wealth Management, through its charitable giving division the Harbourfront Gives Foundation, launched its inaugural Harbourfront Holiday Meals Campaign on Giving Tuesday, November 29, 2022.
  • Within 30 days, fundraising by 28 advisory teams across Canada resulted in $80,789 raised for Food Banks Canada for children in need.
  • “More people are struggling with food insecurity this year, with many visiting food banks for the first time,” said Danny Popescu, Chief Executive Officer of Harbourfront Wealth Management.

Harbourfront Wealth Management Names Andrea Magee Communications Director

Retrieved on: 
Tuesday, January 24, 2023

VANCOUVER, British Columbia, Jan. 24, 2023 (GLOBE NEWSWIRE) -- Harbourfront Wealth Management Inc. (“Harbourfront” or the “Company”), a national leading independent wealth advisory and investment management firm, welcomes Andrea Magee to the firm as Communications Director.

Key Points: 
  • VANCOUVER, British Columbia, Jan. 24, 2023 (GLOBE NEWSWIRE) -- Harbourfront Wealth Management Inc. (“Harbourfront” or the “Company”), a national leading independent wealth advisory and investment management firm, welcomes Andrea Magee to the firm as Communications Director.
  • As Communications Director, Magee will lead internal and external communications initiatives, providing strategic public relations and stakeholder relations for Harbourfront’s team of advisors.
  • “I’m thrilled to announce that Andrea Magee will be leading Harbourfront’s strategic communications as we accelerate the Company’s growth,” said Sandy Gerber, Chief Marketing Office at Harbourfront.
  • Prior to joining Harbourfront, Magee served as Director of Communications for a Langley-based agricultural technology company.

Nokia Canada momentum accelerates with new sustainable office in downtown Toronto

Retrieved on: 
Wednesday, January 11, 2023

TORONTO, ON, Jan. 11, 2023 /CNW/ - Nokia today announced the opening of a sustainable, modern office in downtown Toronto's Harbourfront community.

Key Points: 
  • TORONTO, ON, Jan. 11, 2023 /CNW/ - Nokia today announced the opening of a sustainable, modern office in downtown Toronto's Harbourfront community.
  • Jeffrey Maddox, President of Nokia Canada, said: "We are excited to open our new office in downtown Toronto, the heart of Canada's financial center.
  • Toronto Mayor John Tory said: "Toronto is global tech and innovation hub, and I'm so thrilled to see Nokia Canada recognize this as they open an office on our waterfront.
  • As part of Nokia Canada's continued momentum, the company recently announced plans to build a world-leading, sustainable R&D hub in Ottawa that will that significantly expand Nokia Canada's capacity in next-generation information and communications technology (ICT) and cyber security innovation.