Financial advice for Canadian families and business owners
One clear plan for your retirement, taxes, and investments.
We help you understand where you stand and what to do next. It starts with a short, complimentary conversation.
★★★★★ 5.0 from 150+ Google reviews
Meet the people behind your plan
Green Private Wealth at Harbourfront Wealth Management is a team of advisors, planners and an in-house tax specialist, with offices in Woodstock and Burlington, serving clients across Canada.
Watch a two-minute introduction to who we are and how we work.
Who we work with
Planning for retirement
You're within ten years of retiring, or already retired, and want a clear plan for income, taxes, and benefit timing.
Business owners
You own a business and want your business, tax, and personal plans working together, now and when you exit.
Professionals and families
Your finances have become more complex, and you want advice that ties everything together.
Everything connected, in one plan
Most people have pieces — an RRSP here, a pension there, an accountant once a year.
We bring them together.
Retirement income
CPP, OAS, pensions, and withdrawals
Tax planning
Planning financial decisions with tax in mind
Investments
Managed to fit your plan and timeline
Estate planning
Making sure your wealth goes where you intend
Your plan
One team that sees the whole picture and keeps it current as life changes.
What happens next
A short conversation
Tell us what's on your mind. No preparation needed.
We look at your full picture
Your accounts, income, timing, and goals, at a high level.
You leave with clarity
If we're a fit, we'll explain the next steps. If not, you still leave knowing more than when you came in.
What clients say
“Investing can be overwhelming and confusing, Kris takes his time to explain complex options in a way we can understand and makes us feel comfortable with our decisions. He and his team are always accessible and we appreciate it when they check in with us on a regular basis.”
Paul B., Google review
“We came on board 5 years ago and Dave Harris has looked after our investment incredibly well. It is a great comfort to know we are in good hands with all the staff caring for our future.”
John K., Google review
“My financial plan actually fits me, not some cookie-cutter approach. And as things in my life have changed, they've been right there to adjust and support me along the way… I couldn't ask for a better team to have on my side.”
Brandi S., Google review
☑️ Harbourfront Wealth Management Inc. is a member of CIPF and CIRO. Look up any advisor with CIRO's Know Your Advisor
Start with a conversation
Share a few details and we'll reach out to find a time that works for you.
Prefer to talk now?
Woodstock:
112 Springbank Ave North,
Woodstock, ON. N4S 7P8
Burlington:
200-5045 South Service Road,
Burlington, ON. L7L 5Y7
Already working with an advisor? A second opinion is worth it either way.
Request a call
A few quick questions, under a minute.
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