As Executive Assistant and Director of Operations, Carmen Kalantzis has many roles at Oakwater Wealth Counsel including office administration and management duties, as well as event planning. Carmen’s assertive, efficient, and friendly nature enables her to foster client relationships and recruit new members to join the team.
What Carmen loves most about her career is that it’s challenging. There’s always a new goal to achieve and a task to accomplish. She uses her previous life and professional experiences to further her work, and is inspired by the people she meets on the job.
One of Carmen’s most defining professional moments was when she worked for a recruiting firm in Greece, and was given the opportunity to run all three branches of the firm and provide marketing for clients. Carmen learned Greek for the job, which shows her perseverance and dedication to her work. She believes you can do anything once you set your mind to it.
In her free time, Carmen loves entertaining and spending quality time with family, cooking delicious meals, and attending the theatre.
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.