Harbourfront completes acquisition of Rothenberg Wealth Management, expanding its presence and AUA to CAD$8 billion
Acquiring Company
Harbourfront Wealth Group
Acquired Company
Rothenberg Wealth Management
VancouverWestmountFinancial ServicesFinanceVenture CapitalAngel InvestmentFinancial ServicesDescription
Harbourfront Wealth Management has successfully acquired Rothenberg Wealth Management, including a registered investment dealer under the Canadian Investment Regulatory Organization (CIRO) and a guaranteed investment certificate dealer. This acquisition significantly increases Harbourfront's assets under administration to CAD$8 billion and expands its presence in Québec and Alberta, bringing together two firms with a strong cultural alignment to better serve their clients.
Quick answer
Harbourfront Wealth Group is acquiring Rothenberg Wealth Management for $8 billion, announced October 18, 2024. Harbourfront Wealth Group is based in Vancouver, British Columbia, Canada.
- How much did Harbourfront Wealth Group pay for Rothenberg Wealth Management?
- The reported deal value is $8 billion.
- What does Harbourfront Wealth Group do?
- Harbourfront Wealth Group is an independent wealth advisory firm with over 60 locations across Canada and a U.S. RIA affiliate.
- Where are Harbourfront Wealth Group and Rothenberg Wealth Management based?
- Harbourfront Wealth Group is based in Vancouver, British Columbia, Canada. Rothenberg Wealth Management is based in Westmount, Quebec, Canada.
- Who are the decision-makers at Harbourfront Wealth Group?
- Fundz holds 5 contacts at Harbourfront Wealth Group. Names and contact details are shown to Fundz members.
Source: Fundz verified event record.
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Who to call at Harbourfront Wealth Group, and when
When Harbourfront Wealth Group changes hands, the new owners review vendors, systems and leadership. That is when the door opens.
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Frequently asked
Who acquired Rothenberg Wealth Management?
Rothenberg Wealth Management was acquired by Harbourfront Wealth Group, based in Vancouver. The deal was reported on October 18, 2024. Harbourfront Wealth Group is an independent wealth advisory firm with over 60 locations across Canada and a U.S. RIA affiliate. Harbourfront Wealth Group is privately held and operates in Financial Services.
When did Harbourfront Wealth Group acquire Rothenberg Wealth Management?
Harbourfront Wealth Group's acquisition of Rothenberg Wealth Management was reported on October 18, 2024. Harbourfront Wealth Management has successfully acquired Rothenberg Wealth Management, including a registered investment dealer under the Canadian Investment Regulatory Organization (CIRO) and a guaranteed investment certificate dealer. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does Rothenberg Wealth Management do?
It is privately held, operating in Financial Services, and is based in Westmount.
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