Berkshire Partners acquires Harbourfront Wealth Group
The investment creates a Canadian wealth management platform targeting high-net-worth individuals through an aggregation model of independent advisory and portfolio management services.
Berkshire Partners has acquired Harbourfront Wealth Group, a Canadian wealth management firm that provides independent advisory and portfolio management services to high-net-worth clients.
Harbourfront operates as an advisor aggregation platform, with a network of practices across Canada.
Advisors on the platform offer financial planning, investment management, and estate planning solutions.
The deal establishes a new wealth management platform for Berkshire Partners, which plans to support the firm’s growth through additional advisor recruitment and expansion into new regions.
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