Harbourfront Names New Executive Managing Director of Tax & Wealth Planning
“I am delighted to join the company at a time when the Canadian financial industry is on the verge of a new era,” Marion said in a statement. “Harbourfront Wealth Management is designed to serve high altitudes as it is equipped with top-of-the-line resources, people and strategic offerings for high-net-worth and ultra-high-net-worth clients .
“Harbourfront Wealth Management is a great example of an independent firm leading an industry transformation and I am proud to be one of the drivers of this change,” he said.
In her new role at the BC-based firm, Marion will create a new tax and asset planning framework for ultra-high-net-worth (UHNW) clients that will be housed in the company’s second division.
Harbourfront CEO Danny Popescu said in the statement: “We are pleased to welcome Mr. Marion to Harbourfront. With 2021 being another record year, we continue to invest in our business to support our advisors and clients “
“Adding Paul as a core member of our senior leadership team will add meaningful scale, a competitive offering for ultra-high-net-worth clients within Canada’s financial landscape, and capabilities that will allow us to drive greater growth, returns and will enable the capability to run,” Popescu said.