Ashley Carruthers CFP®, EPC, CIM®, CEA, CLU®
Senior Investment Advisor, Senior Wealth Advisor, Portfolio Manager

I’ve been told that my brain is a steel trap. Yes, it drives my family and friends crazy at times. I do know that our clients really appreciate my attention to detail. I love learning about our clients’ life stories and being a part of their journey. 

Over the past two decades my tireless focus on education and earning specialized accreditations has provided me with a scope of in-depth knowledge and expertise that enables me to advise our clients on a deeper level. My inter-generational approach focuses on personalized planning to ensure our clients can face their future with confidence and clarity. 

My family lives on a tranquil property in Puslinch, Ontario, where we’ve happily embraced our forest surroundings. We have two beautiful daughters, who are endlessly entertaining and always keep us on our toes. 

 

Ashley signature

  undefined
m01
m02
m03

A wealth of expertise

I am very passionate about learning and enhancing my education to ensure that I am providing our clients with innovative and advanced solutions in the areas of insurance, tax and estate planning.

  • CFP — Certified Financial Planner 
  • EPC — Elder Planning Counsellor 
  • CIM — Certified Investment Manager 
  • CEA — Certified Executor Advisor
  • CLU — Chartered Life Underwriter

Back to our team

Supporting you through all life’s stages.

Contact us

Facebook iconYouTube icon