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Book Your Free Discovery Call
Book Your Free Discovery Call
Our Prestige Financial Strategy
— Learn about our 6P approach —
Cash Flow
Planning
Gain control over your income and expenses
Investment Planning
Grow and protect your wealth with purpose
Retirement
Planning
Build a clear path to your ideal retirement.
Estate
Planning
Preserve your legacy for generations
Risk Management Planning
Safeguard your family and your future
Tax
Planning
Minimize taxes with smart, strategic planning.
Our Value Proposition
Exclusive Investment Solutions
Exclusive private investments available only to our clients.
- ✓ Prestige Portfolio – Growth strategies aiming to outperform the market
- ✓ Watermark Portfolio – Defensive, risk-adjusted returns
- ✓ Clearwater – Fully customized portfolios
Exceptional Value
- ✓ 6P Financial Strategy included with no extra charge, based on your goals
- ✓ Transparent fees, exceptional value
Prestige Experience
- ✓ Personalized regular interactions: Prestige Annual Review / Wealth Check- in, based on your needs and asset level
- ✓ Prompt processing of contributions, withdrawals, and account updates
- ✓ Dedicated advisory team providing proactive and personalized communication
How it works: Our 5-step process
STEP 1
Discovery Call
A short call to understand your goals, challenges, and where you stand today.
STEP 1
STEP 2
Initial Meeting
We learn more about you, share our approach, and design a tailored 6P strategy based on your profile.
STEP 2
STEP 3
6P Strategy & Tailored Planning
We prepare your personalized 6P Strategy — a complete financial plan designed for your unique goals, needs, and profile.
STEP 3
STEP 4
Onboarding
With your approval, we set your strategy in motion — managing all the required paperwork, opening the right accounts, and ensuring your custom portfolio is fully activated.
STEP 4
STEP 5
Planning Review
Through our Prestige Review, we revisit your plan and portfolio in a regular basis.
These sessions ensure your strategy adapts as your goals and life evolve.
STEP 5
Start Your Journey Here
Start Your Journey Here
Our clients recommend us
Your questions, our answers
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Winnipeg Office
900 Harrow Street East
R3M 3Y7, Winnipeg, Manitoba
PrestigeLine
+1 (204)-231-6350
prestigecontact@harbourfrontwealth.com
Supported by our Custodian NBIN
With over 25 years of continuous service and a team of more than 200 professionals, National Bank Independent Network is Canada’s leading provider of custody, trade execution and brokerage solutions to independent Portfolio Managers and Investment Dealers.
NBIN is custodian for over $180 Billion is assets, over 400 Independent Firms, representing over 600,000 clients.
