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Complexity Simplified

Embodying a philosophy of independent, unbiased advice with an unwavering commitment to delivering true wealth management.

About BlueRidge

Why Our Clients Choose BlueRidge

Our clients benefit from completely objective advice using our integrated net worth model with open access to the tools necessary to build the best possible outcomes. The financial world is rapidly changing around us; we are here to guide, create stability, and be dynamic for our clients so they can focus on what matters most to them.

Education

We make sure our clients are educated about their wealth. What’s happening and why.

Alternative Investments

We have access to investment pools that are solely available to Harbourfront Wealth clients.

 
Custom Financial Plans

We can work with clients to create a personalized financial plan specific to meeting their goals.

 
Team Approach

We have an extensive team available to cover all of your wealth needs.

Pension Style Investing

Public Markets, Alternative Investments, and Real Estate to name a few.

We Deliver

We take our clients’ expectations very seriously. We deliver what we promise, plain and simple.

 

Supported By Our Custodian NBIN

With over 25 years of continuous service and a team of more than 200 professionals, National Bank Independent Network is Canada’s leading provider of custody, trade execution and brokerage solutions to independent Portfolio Managers and Investment Dealers. 

Data collection

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Guaranteed ROI

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Always Online

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Meet The Team

We work with high net worth individuals, families, business owners and corporations to identify their financial goals and help to achieve them, and structure customized portfolios designed to both preserve and maximize wealth.

Ali Rafiaei
Investment Advisor
Ali Rafiaei BBA, CIM

Investment Advisor                                    

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Kerry Rizzo
Investment Advisor
Kerry Rizzo CFP, CIM

Investment Advisor

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