Precedence Private Wealth is a full-service financial planning firm specializing in tax advisory, financial planning, mortgages and financing, insurance and estate planning. Precedence Private Wealth is registered through the provincial insurance councils and the Financial Planning Council. It does not conduct any securities-related business and refers all investment management to Precedence Capital and Harbourfront Wealth Management Inc.
Precedence Capital -- Harbourfront Wealth Management Inc. is registered to sell equity securities, bonds, mutual funds, GICs and other securities that are subject to available regulatory exemptions. Harbourfront is a member of the Investment Industry Organization of Canada (IIROC). Harbourfront Wealth Management Inc. is also a member of the Canadian Investor Protection Fund (CIPF). It does not provide insurance related products or financial planning services to its clients and refers all clients for this respective advice to Precedence Private Wealth.