Wes Ashton, Cim, F CSI
About Wes Ashton, Cim, F CSI
Wes Ashton Portfolio Manager
Wes Ashton serves as a Portfolio Manager at Oakwater Wealth Counsel. With a focus on managing investment portfolios, Ashton applies his financial acumen to devise strategies that aim to meet clients' financial goals. His role entails evaluating financial markets, selecting appropriate investments, and monitoring the performance of assets under management to ensure optimal returns.
Wes Ashton CIM and FCSI Designations
Wes Ashton holds the Chartered Investment Manager (CIM) and Fellow of the Canadian Securities Institute (FCSI) designations. The CIM designation signifies his expertise in advanced investment management strategies, compliance, and ethics. The FCSI designation is one of the highest honors in the financial services industry in Canada, denoting his extensive knowledge and professional experience.
Wes Ashton at Oakwater Wealth Counsel
Wes Ashton is associated with Oakwater Wealth Counsel, a firm recognized for providing personalized wealth management services. His responsibilities at Oakwater include creating customized financial plans for clients, managing portfolios, and offering investment advice. Ashton employs a comprehensive approach to financial planning, integrating various aspects of wealth management to better serve his clients.