Founded in 1982, Waterfront Financial Group is an independent, employee-owned investment dealer based in Canada. The firm operates through two primary divisions: Wealth Management, which provides investment advisory and financial planning services to high-net-worth individuals, families, and foundations; and Capital Markets, which offers investment banking services such as capital raising and M&A advisory to corporate clients. As a member of the Canadian Investment Regulatory Organization (CIRO) and the Canadian Investor Protection Fund (CIPF), the company emphasizes a client-centric approach to preserving and growing wealth.

Founded in

United States