FEATURES
TOP 50 ADVISORS 30
29 MARK THERRIAULT Practice: Nicola Wealth Firm: Nicola Wealth Location: Vancouver, BC
Mark Therriault is making his debut on the Top 50 Advisors list this year. Therriault was drawn to the profession 15 years ago by the opportunity to work with interesting clients and their families; today, as a director at Nicola Wealth, he is responsible for creating wealth transition and succession plans for those clients. Providing peace of mind has been crucial to Therriault during COVID-19 – he ensured clients were being contacted as often as possible so they knew their investment strategies could withstand the crisis. Beyond that, his team shifted portfolios and adapted strategies as needed to capitalize on opportunities created by the pandemic. “My focus this year is to build out a model that all advisors at our firm can use to ensure our clients have all their tax and estate planning covered, along with strong portfolios positioned well for the upcoming market fluctuations and inflation,” Therriault says.
WES ASHTON Practice: Oakwater Wealth Counsel Firm: Harbourfront Wealth Management Location: Vancouver, BC
Wes Ashton had a memorable year in 2021 – his practice outpaced its record year in 2020 by more than 50%. He was also recognized on both WP’s Top 50 Advisors and 5-Star Advisors lists for the year. But Ashton isn’t resting on his laurels. To keep pace with the rapidly changing investment landscape, he’s in the process of collaborating with two other principals to create a family wealth office that can provide clients with value beyond the tax, retirement, investment and other planning services they already enjoy. “In years past, portfolio management and returns were the key metrics to measure success,” Ashton says. “Now, advisors are seen as confidants who provide counsel on a variety of matters and help navigate life events: declining health, passing of loved ones, divorce, family challenges such as mental health, etc. Being in a position to provide confidence and direction has been both rewarding and humbling and a responsibility I’d like to continue for years to come.”
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ELIE NOUR Practice: Nour Private Wealth Firm: Nour Private Wealth Location: Oakville, ON
A consistent Top 50 Advisors honouree, Elie Nour currently manages around $600 million in assets, which is a testament to both his dedication and his disciplined approach. “Good advisors know their limitations when it comes to investing clients’ money,” he told WP in a 2021 interview. “They need to be well diversified and always need to have a plan B and C in case things do not turn out as planned. After all, investing requires patience.” Nour’s professional history as a financial advisor stretches back 16 years, and he’s come a long way since taking his practice independent just over three years ago. Today, Nour Private Wealth’s footprint extends to both Ontario and Quebec, with offices in the GTA and Montreal.
www.wealthprofessional.ca
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