Walking alongside clients and helping them achieve their goals through different stages of their lives is what Ladan loves the most about the industry. As portfolio manager, her responsibilities include portfolio construction, tax minimization, and holistic planning and review.
Ladan holds high regard for developing and fostering relationships with clients of all walks of life. Her background in economics and passion for the field makes her a natural fit for the industry and motivates her to do the most for her clients. There is no better feeling than capturing clients' trust and making them feel confident in their finances, which is what inspires Ladan to do her work every day.
Ladan was recognized as the Excellence Awardee for the Advocis Award for Young Achiever of the Year in 2020 and 2021, and was placed on the Wealth Professional Rising Star List in 2020. She has also recently been featured in notable publications such as Citywire.
Someone close to Ladan would describe her as dependable, purposeful, and relatable. She loves spending time with her family, travelling, and learning about different cultures and cuisines outside of her professional work.
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.