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Michael firmly believes that knowledge in finance is empowering, emphasizing the profound impact that sound financial planning and investment decisions can have on securing long-term benefits for clients. He plays a pivotal role in supporting the lead Portfolio Managers by preparing and executing client meetings, collaborating on comprehensive financial plans, and gathering information using cutting-edge industry software. He also takes charge of providing detailed financial reports to both the team and clients, facilitating an efficient financial planning process.
With a Bachelor of Commerce (Honours) degree from DeGroote School of Business at McMaster University, specializing in Finance and holding a minor in Economics, Michael brings a wealth of knowledge to the team. Additionally, he holds a Chartered Investment Manager (CIM) designation, and he is actively pursuing full licensing to further enhance his expertise in the field.
Known for his loyalty, innovation, and analytical acumen, his passion for the industry is evident in his commitment to providing insightful, meaningful, and accurate information to clients. He is committed to building their financial independence and advocating for strategies that are in their best interests. He maintains a strategic focus on holistic financial planning and investment strategies, embodying an entrepreneurial mindset.
Beyond his professional endeavours, Michael enjoys activities such as hiking, running, playing guitar, and socializing with friends.
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.
