Wes Ashton_202302149


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.
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