Wes Ashton Email & Phone Number
Senior Portfolio Manager @ Oakwater Wealth Counsel - Harbourfront Wealth Management
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Wes Ashton Location
- Vancouver, BC, CA
Wes Ashton Work
- Senior Portfolio Manager @ (December 2019 - Present)
- National Sales Manager & Portfolio Manager @ (June 2013 - Present)
- Investment Advisor- Popescu Group @ (January 2011 - January 2013)
- Investment Advisor- Popescu group @ (January 2008 - January 2011)
- Associate Advisor- Popescu Group @ (January 2007 - January 2008)
Wes Ashton Education
- Kwantlen Polytechnic University
Wes Ashton Skills
- Estate Planning
- Financial Advisory
- Cash Management
- Pensions
- Fixed Income
- Bonds
- Corporate Finance
- Estate Tax Planning
- Insurance
- Retirement Planning
- Wealth Management Services
- Portfolio Management
- Capital Markets
- Critical Illness
- Investments
- Team Leadership
- Strategic Planning
- Investment Advisory
- Asset Allocation
- Financial Services
- Cash Flow Management
- Equities
- Wealth Management
- Mutual Funds
- Life Insurance
- High Net Worth Individuals
- Investment Strategies
- Risk Management
- Asset Management
- Financial Analysis
- Disability Insurance
- Financial Risk Management
- ETFs
- Tax Advantaged Investment Strategies
- Money Management
- Securities
Wes Ashton Summary
- Wes Ashton, based in Vancouver, BC, CA, is currently a Senior Portfolio Manager at Oakwater Wealth Counsel - Harbourfront Wealth Management. Wes Ashton brings experience from previous roles at Harbourfront Wealth Management Inc., National Bank of Canada, Wellington West Capital Markets and Investors Group. Wes Ashton holds a Kwantlen Polytechnic University. With a robust skill set that includes Estate Planning, Financial Advisory, Cash Management, Pensions, Fixed Income and more. Wes Ashton has 1 emails on RocketReach.
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