Nancy has 5 years of experience in the financial services industry, with exposure to mutual and segregated funds, group retirement and executive plans, group benefits, and insurance. As an associate, Nancy works alongside the team to foster and support client relationships by liaising, responding to requests, and bringing a proactive perspective to problem-solving.
Nancy has a Bachelor’s Degree in Psychology and her CSC designation. It wasn’t until she took a financial education course in college that she realized how little she and everyone around her knew about the financial industry. She was inspired to learn more so that she could better understand finances and help others. Nancy continues to be inspired by the financial and personal growth her clients gain from having their financial needs taken care of.
Outside of the professional world, Nancy has interests in board games (e.g. escape room and murder mysteries), reading, hiking, culinary exploration, dancing, and Toastmasters.
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.