Harbourfront completes acquisition of Rothenberg Wealth Management, expanding its presence and AUA to CAD$8 billion
Harbourfront completes acquisition of Rothenberg Wealth Management, expanding its presence and AUA to CAD$8 billion
10/18/24, 3:34 PM
Location
vancouverwestmountIndustry
angel investment
venture capital
finance
financial services
Harbourfront Wealth Management has successfully acquired Rothenberg Wealth Management, including a registered investment dealer under the Canadian Investment Regulatory Organization (CIRO) and a guaranteed investment certificate dealer. This acquisition significantly increases Harbourfront's assets under administration to CAD$8 billion and expands its presence in Québec and Alberta, bringing together two firms with a strong cultural alignment to better serve their clients.
Company Info
Location
Vancouver, British Columbia, Canada
Company info
Founded in 2013, Harbourfront Wealth Management is an independent wealth advisory and investment management firm headquartered in Vancouver, British Columbia, and has a rapidly growing network of over 30 branches across Canada. The Harbourfront Group includes a registered securities dealer/investment advisory firm servicing established advisors and their high-net-worth clients, an investment fund manager that specializes in third party managed alternative investment funds, and a U.S. SEC registered investment advisory firm.