We are a full service wealth management with over 20 locations in Canada. We provide investment advice as well as tax and retirement planning. National bank is one of our strategic partners and we are a member of CIPF (Canadian Investor Protection Fund).
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2 customer reviews
Jerome Genz
I highly recommend Ali as a financial advisor. He has been courteous and extremely generous with his time, thoroughly understanding my finances and life situation. Ali’s extensive knowledge of financial products and services is impressive, and he utilizes a wide range of financial vehicles to benefit his clients, not just those tied to a single institution. He is far superior to my previous advisor, and I wholeheartedly recommend him to anyone seeking financial guidance. More...
AK
Ali’s approach to client service is top notch and very reassuring. I am aware that he is always there and I’m glad he’s shepherding my financial portfolio. With professionalism and a knowledge of current economic conditions he gives me frank and direct advice. Most of all, he strives for a fine balance between GIC conservativism and market exuberance in order to achieve a firm and rational approach towards attaining my goals. More...
What do you love most about your job?
Every client is unique, and we know that our clients have specific needs and goals regarding their retirement, tax and estate planning. Listening to customers and understanding their financial situation is important to us. At Harbour Front Wealth Management, we strive to match your specific needs to the best planning and investment services, and this is an integral part of our success.
What inspired you to start your own business?
At Harbour Front Wealth Management, we offer more investment options than traditional financial institutions, allowing us to be more flexible while creating a plan that fits your specific needs. It all starts with a consultation with our clients and learning more about your needs and proposing the best investment, retirement, tax and estate planning strategies.
Why should our clients choose you?
What sets us apart from others is the experience and knowledge about financial strategies based on our clients needs. Our team is customer focused, and we take the time to understand our clients’ goals and expectations. We offer a wide range of financial services including traditional investing, holistic investing and pension style investing.
Can you provide your services online or remotely? If so, please add details.
We can certainly discuss our customers needs and objectives and provide our services remotely via a conference call or a regular telephone call.
What changes have you made to keep your customers safe from Covid-19?
We meet with clients via Zoom conference calls and regular telephone calls on an ongoing basis. We also take the necessary precautions when we meet with clients at our office location in Vancouver, British Columbia.
Financial Planning
Retirement and Tax planning
Investment Advise
