As Administrative Assistant, Olivia likes to be a warm point of contact for Oakwater clients. She enjoys organizing and scheduling meetings, as well as maintaining office policies and procedures to keep the office running smoothly and efficiently. Other parts of her job keep her busy maintaining client lists, documents and reports.
Olivia has over 4 years of experience assisting executives and takes pride in a “hands on” learning style. A past mentor’s work ethic and a "we can do more" attitude has positively influenced the way she works and she has developed a quick, dynamic thinking that helps her coordinate the many tasks inside the office. She is currently completing her Canadian Securities Course at the Canadian Securities Institution.
The eldest of 5 siblings, Olivia has always held a lot of responsibility and enjoys being someone that others can rely upon. Her caring, diligent nature creates an ideal fit with clients as they feel supported and cared for. She enjoys the charismatic, comforting environment of the Oakwater office and is proud to belong to a dedicated team.
Outside of the office, Olivia loves to hang out with her younger siblings, watch Formula 1 racing, practice yoga, and try out new local restaurants with her 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.