Dave’s reliable, focused nature has made him an industry leader and high calibre portfolio manager that brings over 20 years of experience to his team. His responsibilities include investment strategy and allocation, security and investment selection, and financial and investment counselling.
Dave has held positions at Pemberton Securities, Royal Trust, & HSBC Asset Management. His client base consists of institutions, family offices and high net worth investors. Notable accomplishments for Dave are being the head of Private & Institutional Services (Alternative/ Hedge Fund Firm), and an investment professional with 3 major Canadian banks.
Dave is a dedicated and energetic team player and is inspired by the relationships he makes with clients, coworkers, and other industry professionals. He finds joy in seeing and helping his coworkers find success.
Dave’s other passions include spending time with family and friends, skiing, biking, and finding “deep value” wine. He is also proudly the chief cook and bottle washer!
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.