Three Hats Financial - Harbourfront Wealth Management

Three Hats Financial - Harbourfront Wealth Management We help you to enhance your Return on Life™ and wealth by planning for an enriched today & tomorrow. We wear 3 hats with every client relationship:

1.

We take a lot of pride in being engaged partners in your life story and helping you along your journey to a better life, not only a higher net worth. Lifestyle Pursuits: Imagine being well understood by someone before they give you advice. Your “why” guides you and it guides us. When we understand your story, we get financial planning right.

2. Money Mindset: Your personality influences your deci

sions, and you want to make the right ones with your money. Do you know your financial personality? We develop a custom strategy to help you make your best money decisions

3. Financial Solutions: Successful financial planning is a result of understanding what’s important to you and what decisions will get you there, we can find the right solution. That’s what we call alignment.

“My life experiences have taught me that life is precious and fleeting. It’s not uncommon for people to get advice and put all their efforts into planning for tomorrow when tomorrow is not guaranteed. At Three Hats, our unique approach combines live now and secure tomorrow. It works for people who truly want to focus on their Return on Life™.”
–– Kris Dureau, CFP®, CHS, CCS™, Three Hats Financial - Harbourfront Wealth Management

Tune into our podcast, “The Ride: Life, Work, and Wealth” at: https://theridelifeworkandwealth.blubrry.net/

Address

200/5045 S Service Road
Burlington, ON
L7L5Y7

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 4:30pm

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Our Story

In my previous career as a first responder, nothing was more difficult than responding to calls where people had woken up that day and thought they had the rest of their lives to live but would never return home. This taught me to live and plan for now, not just for tomorrow since tomorrows are not guaranteed.

The Transition:

After 15 years as a firefighter and having always had a keen interest in finance, I decided to wrap up my career and start my own financial planning business in 2008. It wasn’t the best year to enter financial services, but it’s been a wonderful journey.

My passion has evolved to helping people with what I call Lifestyle Finance and helping couples enhance their Return on Life™. I wear three hats in every client relationship with the first one, Lifestyle Pursuits, being the most important because of the impact it makes.