As Director of Growth Strategy and 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 $575 million in assets.
Recognized as one of Wealth Professional Canada’s Top 50 Advisors for three years in a row, 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.
Wes is one of 19 advisors recognized in Western Canada for the Wealth Professional Canada 5 Star Awards in 2021. He was also nominated for Wealth Professional Awards’ Advisor of the Year for 2018 and 2019 and 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.