Wes Ashton_202302149

WES ASHTON

Director of Growth Strategy and Portfolio Manager
Oakwater Wealth Counsel/Harbourfront Wealth Management

 
Wes is an accomplished speaker and has delivered several wealth management lectures over the years to Canadians and industry professionals, including the Telus Agency Summit and Private Wealth Vancouver Forum. Wes has been featured in various media sources, including Business In Vancouver/Roundhouse Radio, Mornings with Glen Valaitis, Advisors Edge Magazine, Asset TV Canada, and The Globe and Mail.
 
He holds the Chartered Investment Manager (CIM) designation and the Fellow of the Canadian Securities Institute (FCSI) designation and currently oversees Harbourfront Wealth Management’s most extensive family practice. Wes specializes in customized wealth management solutions including tax minimization and trust planning, retirement analysis, defensive portfolio construction, legacy and wealth distribution, etc.
 
 
As seen on-1
logo

Disclaimer

Any views or opinions expressed are solely those of the Representative, and do not necessarily represent those of Oakwater Wealth Counsel or Harbourfront Wealth Management Inc. The information contained herein was obtained from sources believed to be reliable, however, the accuracy is not guaranteed. This information transmitted is intended to provide general guidance on matters of interest for the personal use of the viewer who accepts full responsibility for its use, and is not to be considered a definitive analysis of the law and factual situation of any particular individual or entity. As such, it should not be used as a substitute for consultation with a professional accounting, tax, legal or other professional advisor. Prior to making any decision or taking any action, you should consult with a professional advisor.