Generation Private Wealth - Harbourfront Wealth Management

08/26/2026

🔥 Not your average Wednesday at Generation Private Wealth! Today’s agenda included something a little different... a fire drill! 🚒

It was a good opportunity for our team to step away from our desks, practice our emergency procedures and make sure we’re ready should the unexpected ever happen.

A little fresh air, a little teamwork and, most importantly, everyone accounted for. ✅

08/19/2026

Canada’s National Parks Are Free This Summer, But Read The Fine Print First

The Canadian government is opening the gates to over 200 spectacular landscapes this summer by waiving admission fees to national parks, historic sites, urban parks and marine conservation areas and lockage fees at canals on historic waterways.

On paper, it is free, but those who fail to read the fine print on parking mandates, camping discounts, or provincial jurisdictions could end up surprised.

Learn more: https://generationprivatewealth.com/canadas-national-parks-are-free-this-summer-but-read-the-fine-print-first/

~Photo credit: Unsplash+ License, Emerald Lake, Banff, Canada

08/14/2026

Looking Beyond Portfolio Growth: Is Your "Net Worth" Really Yours?

True wealth planning goes beyond portfolio growth. This feature explores why the after-tax value of your assets matters just as much as what you have built. From registered accounts and family properties to business ownership and charitable giving, thoughtful tax planning can help preserve more of your wealth for the people, causes, and future generations you care about most.

Learn more: https://generationprivatewealth.com/looking-beyond-portfolio-growth-is-your-net-worth-really-yours/

08/05/2026

We're excited to share that Generation Private Wealth -Harbourfront Wealth Management has been nominated for not one, but two categories at the Kamloops & District Chamber of Commerce District Chamber of Commerce 40th Annual Business Excellence Awards, presented by MNP!

🏆 Venture Kamloops Small Business of the Year
🏆 Community Futures CIFN Employer of the Year

These nominations are especially meaningful because they reflect the support and confidence of our community. Every relationship we've built, every conversation we've had, and every client we've had the privilege to serve has helped shape who we are today.

To everyone who has supported our team along the way—thank you. We are honoured to be recognized and grateful to be part of such a vibrant business community.

Congratulations to all of this year's nominees. We look forward to celebrating with you!

07/30/2026

We're proud to announce that Generation Private Wealth - Harbourfront Wealth Management has been recognized on the national stage, receiving the 2026 Wealth Professional Award for Most Innovative Use of Technology.

Innovation has never been about technology for technology's sake, it's about finding better ways to serve our clients, simplify complex processes, and create a more seamless financial planning experience.

This award is a testament to our incredible team, whose dedication to continuous improvement ensures we're always looking ahead and putting our clients first.

Thank you to our clients for your trust and to our team for making this achievement possible. We're honoured to receive this recognition and remain committed to delivering exceptional advice supported by innovative solutions.

07/28/2026

As wealth evolves, so do the decisions that shape the future.

At Generation Private Wealth, our Six Pillars framework is designed to bring clarity and structure to the areas that matter most, from retirement and investments to tax planning, legacy, and overall well-being.

In this featured video, Mark Bertoli shares how thoughtful, holistic planning can help families navigate complexity with greater confidence and peace of mind through each stage of wealth.

Watch the video: https://youtu.be/NTu1RkaDcFU?si=GkmWWDIizXXFFrEK

07/23/2026

16 Fairway-Tested Golf Gifts That Live Up To The Hype

The golf market is flooded with gimmicks, making it tough to separate genuine innovation from clever marketing. To find the gear that actually impacts a player’s game, this collection highlights products that have been rigorously field-tested on real fairways, through summer heatwaves, and during intense practice sessions.

From AI-powered rangefinders and heat-beating golf-cart fans to luxury Scottish golf adventures, these are the products and experiences that genuinely impressed after on-course testing. Every item earned its spot the hard way—by proving it makes time on the course more efficient, more comfortable, or a whole lot more accurate.

Golf Enthusiasts - read more: https://generationprivatewealth.com/16-fairway-tested-golf-gifts-that-live-up-to-the-hype/

07/15/2026

🏆 Award-Winning Advice. Client-Focused Results.

We are incredibly honoured to announce that Generation Private Wealth – Harbourfront Wealth Management has been named Holistic Advisory Team of the Year at the 2026 Wealth Professional Canada Awards. This national recognition celebrates advisory teams that deliver comprehensive, client-centred financial planning and exceptional service.

This award reflects the trust our clients place in us every day and the dedication of our entire team to helping individuals, families, and business owners navigate every stage of their financial journey with confidence.

At Generation Private Wealth - Harbourfront Wealth Management, we believe true wealth is about more than investments. It's about building meaningful relationships, creating personalized strategies, and helping our clients achieve what matters most.

To our clients, partners, and community, a huge thank you for being part of this journey. We share this recognition with you.

Here's to continuing to raise the standard of holistic wealth management.

07/09/2026

Rejuvenation, Wealth, and the Life You’re Building

When we talk about wealth, it’s easy to default to numbers — portfolios, returns, and long-term plans. But every so often, it’s worth pausing to ask a deeper question: What is your wealth actually creating in your life today?

As part of our July focus on rejuvenation, purposeful living, and generational impact, the Generation Private Wealth team recently sat down with Mark Bertoli for a thoughtful conversation on how wealth can play a meaningful role in how we live — not just someday, but right now.

Read more: https://generationprivatewealth.com/rejuvenation-wealth-and-the-life-youre-building/

06/29/2026

Are you Confident About Your Financial Future?

Financial confidence is not built by chance. It comes from knowing your affairs are organized, your priorities are understood, and your plan reflects the life you want to build. In this video, Generation Private Wealth shares a thoughtful reminder that even a simple conversation can be the starting point for greater clarity, stronger direction, and more confidence in the years ahead.

Learn more: https://www.youtube.com/watch?v=g9np39zptb4

If you’ve been thinking about your future but aren’t sure your fina...