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When it comes to finances, Andy is driven by the opportunity to provide the most value to his clients. Andy’s primary roles as Associate Portfolio Manager include financial planning, portfolio management, trading, and client servicing. He’s constantly motivated by knowing how much value is provided by being a support system for clients and helping them reach their financial goals.
Andy holds the Chartered Investment Manager (CIM) designation and is currently working towards his CFA designation.
Andy is working towards a future where the status quo of the financial industry is challenged to improve and innovate to provide the most beneficial service for clients. Andy’s inspiration for his work comes from his family. His parents struggled with their finances when he was younger, and he wanted to help as much as he could. He took it upon himself to discover different ways to manage finances and fell in love with the industry. Now, he wants to help as many families as he can.
Wes Ashton was named a Top 50 Advisor in Canada in 2019, 2020, & 2021 in Wealth Professional Magazine. This is not a paid award. Harbourfront Wealth Management is not a sponsor. Rankings based off advisor certifications, overall assets under management, AUM growth and organic client growth achieved. Rankings chosen by Wealth Professional Magazine. Wealth Professional is a free online information resource for all Canadian advice and planning professionals.
*Triple Crown awards are: Canada's Top Wealth Advisor - Evaluated and selected by Shook Research and The Globe and Mail. Wealth Professional's Top 50 Advisor - Based on overall AUM, AUM growth, client growth and number of certifications beyond a bachelor’s degree and basic securities licence. Wealth Professional's 5-Star Advisor - Ranked by investors on communication, portfolio performance, product knowledge, client trust, client knowledge and customer service.
