Diligent, committed, and eager are a few ways Patrick would describe himself. As Associate, Patrick is responsible for preparing monthly, quarterly, and annual reports for clients, processing security transfers, as well as opening accounts and managing documentation requirements. He plays an integral part in supporting and fostering clientele relationships by liaising and responding to requests and proactive problem-solving.
Patrick is currently finishing his business administration degree from the British Columbia Institute of Technology and is studying for his CSC designation. Patrick’s professional career began eight years ago when he worked at one of the big six banks. There he learned about the possibilities and career opportunities that come with working in finance, and he uses his career knowledge in his role as an associate.
One of Patrick’s favourite things about his job is that there’s always something new to learn, and he contributes by being a team player. Outside of work, Patrick lives an active lifestyle, including bike riding, hiking, and powerlifting.
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.