The Harbour Group

The Harbour Group

Private Wealth Management

“The creation, preservation and growth of wealth evolves from a highly disciplined, structured process”

With a combined 100 years of investment experience, the four Partners and their Chief Strategist work together to professionally build, implement, monitor and report investment portfolios for Canadian and International families and businesses. Client communication is ongoing, clear, and concise.

The services include:

A disciplined asset allocation investment strategy individually tailored for businesses and families
Financial planning
Estate planning
Insurance planning
Banking and lending needs

Our established, disciplined investment philosophy is customized to meet the individual investment objectives of affluent Canadians, for whom the Group delivers a high level of service, with the utmost integrity, in a trustworthy and confidential manner.

Clients have entrusted The Harbour Group with over $2.2 billion in assets which is managed on both a discretionary and transactional basis.

The reputation of The Harbour Group, earned over many years, has provided the group with access to key people and resources that help us to meet our clients' needs. The Group’s strong relationships within The Royal Bank, the financial community and the business community at large, coupled with our research techniques, provides clients with a superior investment experience.

Based in Toronto, The Harbour Group consists of: