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. Galliant Advisors LP was founded in 2007 as a Montreal-based investment management firm, serving high-net-worth individuals and institutions through separately managed accounts and a long/short equity fund.NewPoint’s Role
NewPoint is retained by Harbourfront to assist in its acquisition search by identifying and evaluating potential targets.Transaction Snapshot
Galliant will join Harbourfront Wealth Counsel, Harbourfront's investment counsel portfolio management division, bringing Harbourfront's total assets under administration to more than $23 billion.Acquisitions
acquired
