Miro’s vision is to be the best financial advisor serving the long-term needs of Canadians. Miro is one of the principals of Oakwater Wealth Counsel which manages over $600 million in clients’ assets. He believes in quality and treats all client relationships the way he would expect to be treated by a professional. Miro is a corporate presenter and has spoken at over 300 private and corporate events. He has also been featured on several podcasts. Miro specializes in defensive portfolio construction, as well as tax minimization and estate planning. He is a holder of CIM (Chartered Investment Manager) designation, CFP (Certified Financial Planner) designation and the Fellow of the Canadian Securities Institute (FCSI) designation.
Throughout his career, Miro has also received several prestigious awards that solidify his commitment to true wealth management. Along with Martina, his wonderful wife of 17 years, Miro is the proud parent of two beautiful daughters, Sabina and Greta. His extracurricular time is spent volunteering as a soccer coach and playing soccer.
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.