Kelly Fagundes, Senior Wealth Advisor, Harbourfront Wealth Management

Kelly Fagundes, Senior Wealth Advisor, Harbourfront Wealth Management Helping families to build and manage their wealth is the cornerstone of our practice. Who Are We? How do we do this? Why do we do it?

We have been working with small business owners and families like yours from the greater Toronto area for over 20 years - successfully helping them accumulate and manage their wealth. We have built up our practice over the years through our involvement in our communities and through various financial planning seminars conducted at our local school boards. We are also very humbled when our clients

choose to refer and share us with their families and friends. We work closely with our clients to ensure they can reach their financial goals. The initial consultation process proves vital to being able to understand what's important to each individual so that together we can create and manage a Financial Plan that is achievable. Ongoing reviews also play an important part in ensuring our clients stay engaged and in control of their financial futures. Our clients need us, that's why! We help small business owners and clients strategize and get them through all of life's financial milestones. Whether it's selling a business, planning for retirement, saving for a child's education, or finding ways to protect your assets - we will become your family's primary advisors, becoming your go-to for advice on any financial decisions facing your family or businesses. Stocks, bonds and mutual funds are offered through Manulife Securities Incorporated. Insurance products are offered through Manulife Securities Insurance Inc. http://manulifesecurities.ca/disclaimers

Be sure to come out to this FREE event tomorrow at the Ford Performance Centre and skate on the Toronto Maple Leaf’s tra...
12/27/2025

Be sure to come out to this FREE event tomorrow at the Ford Performance Centre and skate on the Toronto Maple Leaf’s training rink!

Hot chocolate and coffee will be flowing…

Scams have become so mainstream that it has my own Mother question any emails coming from me! 😂
11/06/2025

Scams have become so mainstream that it has my own Mother question any emails coming from me! 😂

Learn about recovery room scams and how to avoid them. This video is brought to you by the Ontario Securities Commission (OSC). Visit GetSmarterAboutMoney.ca...

Straight from one of the smartest CPA’s I know…
11/06/2025

Straight from one of the smartest CPA’s I know…

Do you want freedom to earn income tax-free!? The Tax Free Savings Account (TFSA) Room Hits $109K in 2026—Are You Maxed Out?

The 2026 TFSA limit is $7,000, bringing total room to $109,000 for those born in 1991 or earlier who’ve never contributed. That’s a substantial tax-free savings opportunity—don’t let it go unused!

Just don’t run a business with it, for example no day trading with the TFSA. And be careful with foreign holdings as there might be foreign taxes to withhold, for example dividends you earn from U.S. stock held in the TFSA.

Happy tax free investing!

Let’s start with the basics! What is an RRSP?
08/15/2025

Let’s start with the basics! What is an RRSP?

A Registered Retirement Savings Plan can help you save for retirement. Before March tax filing time, there is often a rush to buy RRSPs. That’s because RRSPs...

Brilliant advice from one of my favourite warriors! www.wealthpartner.ca
07/20/2025

Brilliant advice from one of my favourite warriors!

www.wealthpartner.ca

🌟 5 Things Every Woman Should Think About When Starting Her Own Business 🌟

Starting your own business is an exciting journey, but it comes with its own set of challenges and opportunities. As women entrepreneurs, we have the power to break barriers, redefine success, and create businesses that reflect our passions and strengths. Here are 5 key things to consider as you take the leap:

1️⃣ Know Your WHY�Understand the deeper purpose behind your business. Why are you doing this? What’s your mission? A clear vision will keep you focused through the ups and downs, and inspire others to support your vision.

2️⃣ Financial Planning is EVERYTHING�Know your numbers! Having a solid financial plan is crucial. From initial startup costs to ongoing cash flow management, understanding the financial side of your business will help you make informed decisions and avoid surprises down the road. Don’t be afraid to ask for help—hire an accountant or financial advisor if needed!

3️⃣ Network and Build a Support System�Surround yourself with mentors, fellow women entrepreneurs, and a support system that can provide advice, encouragement, and new opportunities. Collaboration is key!

4️⃣ Embrace Flexibility and Adaptability�The business world is constantly evolving. Be prepared to pivot and adapt when necessary. Flexibility isn’t about giving up—it’s about finding new ways to meet your goals and grow. Trust the process and keep learning along the way.

5️⃣ Prioritize Self-Care & Boundaries�You can’t pour from an empty cup. As a business owner, it’s easy to get consumed by your work, but prioritize your mental and physical health. Set boundaries, schedule downtime, and don’t be afraid to ask for help. Your well-being is the key to your success.

Building a business is a marathon, not a sprint. Take it one step at a time, trust your instincts, and believe in your ability to succeed. 💪

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Happy to announce that I have moved my practice to Harbourfront Wealth Management www.wealthpartner.ca
07/13/2025

Happy to announce that I have moved my practice to Harbourfront Wealth Management

www.wealthpartner.ca

Address

301-365 Evans Avenue
Toronto, ON
M8Z1K2

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