Wes Ashton has been recognized by Wealth Professional as one of Canada’s Top 50 Advisors 2023!

This list honours advisors whose passion for serving their clients and embodiment of excellence have catapulted them to the top of the wealth management industry. On behalf of the Oakwater team, we’d like to congratulate Wes on his wonderful achievement by "ensuring peace of mind and providing sage advice for (his) clients, especially in challenging times”. To learn more about the ranking, please visit: https://www.wealthprofessional.ca/best-in-wealth/top-50-advisors-2023/373073

Methodology:

To compile the annual Top 50 Advisors list, WP first solicited nominations from advisors, industry professionals and clients. Only advisors nominated were eligible for the list. All information on nominees had to be verified by their compliance team before it could be accepted.  

The final list was determined on the basis of each advisor’s weighted ranking in overall AUM, AUM growth, and client growth (both between October 2021 and October 2022), as well as the advisor’s certifications beyond a bachelor’s degree and a basic securities license.

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