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. Millar Private Wealth Inc., based in Nepean, Ontario, is a boutique wealth advisory firm founded by industry veteran Jim Millar. The firm has built a reputation for high-touch, customized financial planning and investment advisory services for high-net-worth clients across Ontario. With this acquisition, Millar Private Wealth joins Harbourfront’s network, enhancing Harbourfront’s footprint in Ontario and deepening its bench of experienced advisors.NewPoint’s Role
NewPoint assisted Harbourfront in its acquisition search by identifying and evaluating potential targets.Transaction Snapshot
This strategic acquisition marks Harbourfront’s 4th deal in just over a year and reflects its ongoing commitment to expansion through partnerships with established, like-minded advisory firms. The addition of Millar Private Wealth further supports Harbourfront’s goal of empowering advisors with robust back-office infrastructure and institutional-quality investment solutions while preserving client-first independence.Acquisitions
aquired
