Wes Ashton, CIM
Portfolio Manager and National Sales Manager
Playing a key role in one of Canada’s top ranked wealth management teams, Wes is familiar with the needs of high net worth individuals and their families. He enjoys working with clients to understand their current situation, investment experience, family dynamics, and future goals.
Specializing in retirement income planning and investment management, Wes’s financial plans can also include tax and estate planning; cash flow and debt management; risk management, and business succession and continuation planning.
Wes prides himself on his professionalism and his dedication stems from the close relationships he has formed with many clients over the years. His exceptional attention to detail, strong work ethic and caring nature provides clients with the trust that is essential in the financial services industry.