Tracked deals
4
4 tracked deals across 2024-2026.
Operating Company
Financial Services
Harbourfront Wealth
Vancouver, British Columbia, Canada
Independent wealth advisory and investment management firm providing independent, unbiased advice and wealth management planning (defensive portfolio construction, income planning, tax minimization planning, estate preservation, and trust management) for high-net-worth individuals and advisor network clients across Canada.
- Focus Areas
- Wealth Management, Investment Advisory, Wealth Management Advisory Platform
- Website
- harbourfrontwealth.com
Recent pace
2
2 tracked deals announced in the last 12 months.
Deal mix
Buyout
4 buyout
Harbourfront Wealth Acquisition Volume by Year
Last 3 years
Actual
Full-year estimate
Supporting Data
Recent Transactions
-
October 6, 2026
- Buyer
- Harbourfront Wealth Group
- Target
- Galliant Advisors LP
- Industry
- Wealth Management
- Location
- Quebec, Canada
- Type
- Buyout
Harbourfront Wealth Group announced the acquisition of Galliant Advisors LP, a Montreal-based investment management firm serving high-net-worth individuals and institutions. Galliant will join Harbourfront Wealth Counsel, adding an experienced team and client relationships to Harbourfront’s wealth management platform and bringing its assets under administration to more than $23 billion.
-
- Buyer
- Harbourfront Wealth Group
- Target
- Cumberland Partners Limited, Cumberland Private Wealth Management, Cumberland Investment Counsel, NCM Investments
- Seller
- Cumberland Partners Limited (and its subsidiaries, as the acquired entities)
- Industry
- Wealth Management
- Location
- Canada
- Type
- Buyout
Harbourfront Wealth Group entered into an agreement to acquire Cumberland Partners Limited and its subsidiaries, adding approximately $5 billion in assets under administration. The deal expands Harbourfront Wealth’s presence across Canada and specifically deepens its footprint in Toronto and Calgary, with closing expected in Q3 2026 subject to regulatory approvals and customary conditions.
-
April 25, 2025
- Buyer
- Harbourfront Wealth Holdings Inc.
- Target
- KJ Harrison & Partners
- Industry
- Wealth Management
- Location
- Ontario, Canada
- Type
- Buyout
Harbourfront Wealth Holdings Inc. has acquired KJ Harrison & Partners, a boutique wealth management and CIRO-registered investment dealer. The deal expands Harbourfront's assets under administration to nearly CAD 11 billion and strengthens its capabilities serving high-net-worth clients and family offices across Canada.
-
October 18, 2024
- Buyer
- Harbourfront Wealth Management
- Target
- Rothenberg Wealth Management, Rothenberg & Rothenberg Annuities
- Industry
- Wealth Management
- Location
- Quebec, Canada
- Type
- Buyout
Harbourfront Wealth Management has acquired Rothenberg Wealth Management, including Rothenberg & Rothenberg Annuities, expanding Harbourfront's assets under administration to approximately CAD$8 billion. The acquisition enhances Harbourfront's presence in Québec and Alberta and integrates Rothenberg's Montreal and Calgary offices into Harbourfront's national advisor network.
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