Industry Veteran Lesley Walters-Sagher Joins Harbourfront Wealth As Director

Industry veteran Lesley Walters-Sagher has joined Harbourfront Wealth as Director of Compliance Supervision and Program Development. Based out of their Winnipeg office, she will oversee a comprehensive compliance platform designed to safeguard wealth and meet the needs of high-net-worth individuals.

A highly skilled, client-centric advisor with a proven record of building trust and cultivating meaningful relationships. A person of integrity who values autonomy.

Client Relationships

Industry veteran Lesley Walters-Sagher has just joined Harbourfront Wealth as Directo, a position which will allow her to provide exceptional service for clients. A Chartered Financial Planner with over 10 years of experience in the industry and several prestigious awards and accolades, she is sure to impress in her new position.

Lesley takes great pride in her client list, which boasts an impressive cross section of affluent households. She excels at using cutting-edge technology alongside tried and true investment strategies to deliver superior outcomes for her clients. She strives to maintain focus on what she believes to be the most beneficial approach for helping her clients reach their financial objectives. This involves monitoring market activity closely and having a complete grasp of her clients' objectives and requirements. Through her expertise, she is able to offer customized and personalised service that will truly benefit her clients. It has enabled her to build an award-winning firm right here in her backyard; now, she hopes to make even greater impacts on people's lives as well as in the wider community.

Client Experience

Harbourfront Wealth is a wealth management firm that strives to provide an individually tailored, personalized approach. It utilizes an innovative net worth model that prioritizes the preservation and growth of clients' assets.

A key aspect of this model is ensuring the adviser can offer a wide selection of products and services to help clients meet their objectives. This includes access to top institutional type accounts not typically accessible to retail investors, as well as access to additional services that can only be provided by an experienced team of financial planners and investment managers.

Harbourfront prioritizes each client's individual needs, which is evident through their staff's extensive training programs and superior service delivery. As such, they take great pride in upholding a high standard of professional integrity and ethics throughout their practice while meeting all client requests promptly and efficiently.

Industry veteran Lesley Walters-Sagher has joined Harbourfront Wealth as Directorati, bringing with her over 41 years of financial services industry knowledge. Prior to that, she held the role of Vice President of Supervision at Wellington-Altus Private Wealth.

Her new role at Harbourfront will be an integral part of driving the firm's growth and improving client experiences, with a special focus on compliance and reporting. As part of the Compliance Leadership team, she is accountable for identifying and implementing strategies to guarantee that Harbourfront's compliance policies are adhered to as well as encouraging their implementation across all business lines within Harbourfront.

Hayden has over 15 years of experience in financial planning, and he is passionate about helping clients reach their financial objectives and gain clarity around their core values. As such, he strives to cultivate strong, trusting relationships with his clients so they can gain a comprehensive insight into both personal and financial requirements.

He has extensive experience implementing wealth management strategies for both high net worth individuals and families, as well as self-funded retirees. Furthermore, he specializes in aiding family businesses and farmers achieve the advantages of succession planning and tax efficiency.

Business Development

Industry veteran Lesley Walters-Sagher has just joined Harbourfront Wealth as their newest hire. With 41 years of financial services expertise and the newest technology at her disposal, she will bring a wealth of knowledge to Harbourfront's growing team of talented advisors. Her passion for human interaction will certainly make her an invaluable addition to their growing network.

She will be an integral part of one of Canada's fastest-growing firms, responsible for implementing its strategic business development and marketing plans. Her role will be instrumental in ensuring the firm's long-term success. She will be responsible for leading a small team responsible for content creation, social media management, digital marketing and brand management. Furthermore, she must deliver the firm's latest marketing materials to key stakeholders across the organisation. She is responsible for ensuring the firm's compliance programs and systems are in place, as well as ensuring staff and clients receive top-notch service. Recently, Harbourfront received a nine-figure investment from US Private Equity group Audax Private Equity which will be used to accelerate growth plans and lay an impressive foundation for the future.

Marketing

Industry veteran Lesley Walters-Sagher has joined Harbourfront Wealth as Director of Compliance Supervision and Program Development, strengthening their comprehensive compliance platform designed to protect high-net-worth individuals' wealth. Based in Winnipeg's office, Walters will oversee all aspects of Harbourfront's compliance and risk management programs.

Harbourfront Wealth Management offers a wide array of investment services to suit clients' needs, such as equity, fixed income and real estate investment vehicles. Furthermore, they provide estate planning and trusts for families, charities, estates, foundations and individuals.

Harbourfront's financial planning division provides a selection of retirement and tax-efficient investment products, such as RRSPs, TFSAs and life insurance products. Furthermore, their team of financial planners offer estate, legacy and trust services, retirement plan consulting and other advisory services.

Jennifer Kulp, a recent hire to Brinker Capital's wealth solutions division, was appointed regional director for Metro New York and Long Island. Prior to this role, Kulp had developed strategies that supported advisors with clients whose investable assets ranged from $2-$10 million.

ClearView Financial Media, publisher of Family Wealth Report and other internet sites for global wealth management professionals, recently made a marketing appointment. Chris Cosgrove - an accomplished business professional with more than 25 years in international business development and strategic marketing - was appointed group sales and marketing director.

CITIC Bank appointed Zhang Xiaowei as CEO, succeeding Chan Hui Dor Lam Doreen who retired last year. With 30 years of financial services expertise across Mainland China and Hong Kong, Zhang brings a wealth of knowledge.

RBC Wealth Management recently unveiled their Intermediary Wealth Solutions offering, hiring Adam Norris as the leader of this division in Jersey. Prior to this role, Norris worked at HSBC Private Bank where he built relationships with institutional clients based in the Channel Islands.

The Toronto-based bank also announced Rod Reynolds has been appointed senior vice president, Asia-Pacific & Middle East. As a member of their executive committee, his responsibilities include leading their Asia-Pacific operations and overseeing an international network of banking and markets professionals.