Industry
Professional & Business Services
Company Profile
Harbourfront Wealth Management is a leading Canadian independent wealth advisory firm with a national presence. Focused on delivering holistic wealth solutions, Harbourfront provides a platform for advisors and clients that includes discretionary portfolio management, alternative investments, and retirement planning through its integrated subsidiaries. Cumberland Partners Limited was founded in 1997 as a Canadian independent, employee owned wealth and investment management firm based in Toronto and Calgary, serving its clients through its operating subsidiaries, Cumberland Private Wealth Management, Cumberland Investment Counsel and NCM Investments.NewPoint’s Role
NewPoint is retained by Harbourfront to assist in its acquisition search by identifying and evaluating potential targets.Transaction Snapshot
This acquisition adds approximately $5 billion in assets under administration to Harbourfront's platform, deepening its footprint in Toronto and Calgary and bringing its total assets under administration to approximately $22 billion.Acquisitions
acquired
