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How advisors can help newly blended families meet their financial goals
In the Globe and Mail article “How advisors can help newly blended families meet their financial goals,” BlueShore Financial advisors provide insights into the unique financial challenges faced by blended...
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Housing, Tariffs and A Boring Fixed Price Contract
Canada faces two interrelated housing challenges: rising home prices that outpace incomes, making ownership unattainable for many, especially young Canadians, and a shortage of affordable rental options, leading to increased rent burdens and housing insecurity for lower-income households. These issues are intensified by the use of fixed-price contracts in affordable...
Harbourfront Wealth Acquires KJ Harrison & Partners, a $2.2 billion CIRO dealer
Harbourfront Wealth Holdings Inc. (“Harbourfront Wealth”) proudly announces the acquisition of KJ Harrison & Partners (“KJH”), a premier High Net Worth and Family Office boutique. This strategic acquisition strengthens Harbourfront Wealth’s leadership in independent wealth management across Canada. With this milestone transaction, which includes KJH’s registered investment dealer under Canadian...
Variable mortgage rates stall above fixed rates – what should borrowers choose?
Canada’s economic outlook remains clouded by ongoing trade tensions with the U.S., as uncertainty surrounding tariffs continues to complicate forecasts. The volatility has been heightened by former President Trump’s shifting stance on trade, which has resulted in a confusing pattern of new tariffs followed by exemptions. An initial wave was...
After rebelling against the family business of finance, this advisor fell in love with his work
This Globe and Mail article profiles BlueShore Financial‘s Justin Prasad, who initially resisted joining the family finance business but eventually embraced the profession. It explores his journey, the challenges faced, and how he carved out their own niche within the industry. The piece offers insights into balancing personal aspirations with...
Somfy North America to Exhibit at IWCE 2025
Somfy North America showcased its latest innovations in window covering solutions at IWCE 2025. Their exhibit focused on how smart automation and seamless integration with leading control systems can enhance the modern home experience. By highlighting the future of shading technology, Somfy attracted industry professionals eager to explore the next...
Setting expectations on an inheritance
Tracey Lundell of Harbourfront Wealth Management states that financial advisors should emphasize the importance of early and clear communication regarding inheritance plans to prevent family disputes. She discusses strategies such as giving living gifts, involving heirs in discussions, and consulting professionals for estate planning. Her insights highlight that proactive conversations...
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