THE HARBOUR GROUP Wealth Management team earns the trust of its Clients every day by providing highly customized investment solutions for high net worth individuals who expect personalized service, and a relationship where the only measure of quality is the Client’s measure. The Harbour Group currently manages over $2.5 billion in assets, making it one of the leading Wealth Management teams in the country; and our commitment to creating strong and productive relationships goes beyond our Clients to include one of the most prestigious business networks of any investment firm in Canada.
The Harbour Group Mission
To serve high net wealth Clients with unrelenting integrity, unfailing energy, and unsurpassed wisdom—for when The Harbour Group exceeds its Client’s expectations for wealth management— it succeeds in its own.
Total Wealth Management
o Discovery Process – we listen
o Comprehensive Financial Planning
o Investment Policy Statement
o Investment Discipline
o Portfolio Monitoring
o Systematic Account Review
o Value-add Wealth Management Solutions and professionals as needed.
Visit The Harbour Group website for exclusive market commentary and more information on Wealth Management - www.theharbourgroup.ca
Please contact me for more information.
416-842-3540 or peter.fullerton@rbc.com
THE HARBOUR GROUP