Team

About Our Team

We work with high net worth individuals, families, business owners and corporations to identify their financial goals and help to achieve them, and structure customized portfolios designed to both preserve and maximize wealth.

We keep our client base small for a reason – to ensure that we have a deep understanding of your needs while delivering exceptional service. While our personalized solutions and proven performance are what attracts our clients, it’s our dedicated collaborative approach that enables us to grow with them year after year.

who we are

Meet The Team

Kristina Thomas<small> QAFP, RRC®</small>

Kristina Thomas QAFP, RRC®

Investment Advisor
Tracey Lundell<small> PFP, CIM ®</small>

Tracey Lundell PFP, CIM ®

Investment Advisor
Ian Goodman <small> CFA</small>

Ian Goodman CFA

Portfolio Manager - Harbourfront Wealth
Sheryl Thomas

Sheryl Thomas

Administrative Assistant

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Harbourfront Wealth Managment Inc