As Senior Portfolio Manager, Wes Ashton gives individuals peace of mind when it comes to finances. Wes oversees advisors across Harbourfront’s Canadian branches and is the principal of Harbourfront’s most extensive client practice overseeing $650 million in assets, as of November 1, 2021.
Wes prioritizes building relationships with his clients as he works with them to better their lives. His goal is to take the stress of managing finances away from individuals so they can enjoy the things that matter most to them.
In addition to sitting on Harbourfont’s Investment Committee, Wes holds the Chartered Investment Manager (CIM) designation and the Fellow of the Canadian Securities Institute (FCSI) designation. Wes specializes in defensive portfolio construction as well as trusts and tax minimization planning, and he has delivered several wealth management lectures to industry professionals, including the Telus Agency Summit and Private Wealth Vancouver Forum.
Wes has been featured in various media sources, including Business In Vancouver/Roundhouse Radio, Mornings with Glen Valaitis, Advisors Edge Magazine, and Asset TV Canada, and The Globe and Mail.
Someone close to Wes would describe him as passionate, dedicated, and caring. Wes can be found spending quality time with his family or getting in a round at the golf course when not working.
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.