WealthFront Management

WealthFront Management is a premier wealth management firm based in Vancouver, Canada, offering personalized financial planning, investment management, and retirement planning services to high-net-worth individuals and families. Since its founding in 2019, the firm has gained a strong reputation for providing tailored wealth management strategies that align with clients’ long-term financial goals. WealthFront Management focuses on creating customized solutions that include investment portfolios, tax planning, and estate planning to help clients preserve and grow their wealth.

The company was founded by Jennifer Moore, a seasoned wealth manager with over 15 years of experience in the financial industry. WealthFront Management employs a team of 25 financial advisors, tax planners, and estate planning specialists who work closely with clients to ensure that their financial strategies are aligned with their life goals and risk tolerance. The firm offers a wide range of services, including portfolio diversification, retirement planning, and philanthropic giving strategies.

WealthFront Management is particularly known for its High-Net-Worth Client Services, which include personalized investment strategies, estate planning, and tax-efficient wealth transfer solutions. The firm also provides Retirement Planning Services, helping clients ensure financial security in their later years through a combination of investments, savings plans, and income-generating strategies.

The company’s core values are integrity, client success, and transparency. WealthFront Management is committed to providing its clients with expert advice and innovative strategies that help them achieve financial security and success. In 2023, the firm reported assets under management (AUM) of CAD $600 million, reflecting its strong presence in the Canadian wealth management industry.

Looking ahead, WealthFront Management plans to expand its digital offerings by introducing online portfolio management tools and real-time financial tracking for clients. The firm is also exploring sustainable investment opportunities and plans to integrate more ESG (Environmental, Social, and Governance) investment options into its client portfolios.