Retirement Planning paired with Portfolio Management

Wealth Management Services

Guiding You Through A Tax-Efficient Retirement

Canada’s Premier Investment, Retirement & Tax Planning Firm

I was hesitant to leave my long-time advisor, but making the change has been incredible. I now realize what comprehensive financial advice truly means. The change has put extra money in my pocket, enabling me to save on lawyers fees.

- Richard C.

We have been clients for the past few years. We have had many meetings, and everything is always explained thoroughly. We are very impressed with the personalized professional service and advice given to us.

- Cara V.

We appreciate Colin’s diversified approach to helping us manage our finances, which helped us to make a cohesive plan. We initially started working with him for a narrow, specific area of our finances, but soon found that we needed to take a more holistic approach, and he was able to help us with all areas. Sometimes, working on the day-to-day makes a person lose sight of the “big picture,” and Colin has brought that back into view for us. His professional service and sincere desire to do his best for his clients are part of why we enjoy working with him. We would highly recommend working with Colin.

- Bonnie D.

Kevin is a very smart and personable financial consultant with a high degree of professional integrity. I enjoy working with him because he makes sound recommendations for my family and I, and explains his recommendations in a way that is easy to understand. I enjoy discussing the merits of personal financial strategies with Kevin and never feel under pressure to make decisions I am not comfortable with. I feel that Kevin understands my financial goals, and will help me achieve them in the years to come

- Mark D.

I started working with Colin back in 2015. We put together a plan that touched on my succession and estate planning. Colin has experience, is sharp, and provided me with great ideas. What I admire the most, however, was his ability to organize my team of professionals (accountants & lawyers) so we could all work together on tax savings strategies that fit my situation.

- Roland G.

I started working with Colin back in 2015. We put together a plan that touched on my succession and estate planning. Colin has experience, is sharp, and provided me with great ideas. What I admired most however was his ability to organize my team of professionals (accountants & lawyer) so we could all work together on tax savings strategies that fit my personal farm operation.

- 5472547 MB Ltd.

We have worked with Kevin for the last 20 years and we have been very pleased with the outcome of our financial plan. They have helped us understand our goals and priorities and tailored an investment strategy for the future of our family & business. Needless to say, we are more than satisfied with their approach in keeping our investing on track. Thank-you for your excellence!

- Pam & Bruce D.

We have to say Matt and Marc are wonderful! The attention to detail , the friendly banter and their genuine care of us and our family is heart warming. We didn’t feel we were being heard in the past and that is the exact opposite now.

- Joanne & Cindy K.

You're 50+

with over $1,000,000 in retirement savings and you have questions like…

How do I create a retirement income?

How can I reduce my taxes?

How much can I spend?

What can I do to plan for the unexpected?

We Can Help By Creating A

Tax-Efficient Retirement Withdrawal Plan

Made just for you. Our retirement withdrawal plans help to get the most out of your money in retirement. By pairing the latest financial planning tools with our seasoned expertise, gain confidence in knowing you have a plan that works for you.

A Plan That Pairs With

Portfolio Management

Your retirement plan should work hand in hand with your investments. Following an evidence-based investment approach, we focus on the controllable to provide you with financial security and freedom. The returns below are annualized since inception.

Compliance Policy

Trans Canada Wealth Management is a tradename of Harbourfront Wealth Management Inc. Information on which this table is based is available on request. Particular investments or trading strategies should be evaluated relative to each individual’s objectives in consultation with the Investment Advisor. Opinions of Trans Canada Wealth Management constitutes its judgment as of the date on this report and is subject to change without notice. They are provided in good faith but without responsibility for any errors or omissions contained herein. This table is furnished on the basis and understanding that neither Trans Canada Wealth Management nor its employees, agents or information suppliers is to be under any responsibility of liability whatsoever in respect thereof.

Annualized returns since inception. Last updated November 1, 2024. For more information, please click “See Our Portfolios.”

Meet Our Team

Striving for full transparency and open lines of communication, we aim for your complete trust and satisfaction. Our team has been carefully created to provide you with the best possible retirement planning and portfolio management.

4 Certified Financial Planners
4 Chartered Investment Managers
Actively working with over 300 families, managing over $325 million of their hard-earned wealth.