Oakwater Wealth Counsel - Harbourfront Wealth Management
Oakwater Wealth Counsel - Harbourfront Wealth Management

Oakwater Wealth Counsel - Harbourfront Wealth Management Management Team

Contact top employees from Oakwater Wealth Counsel - Harbourfron...

Summary

We're an independent advisory firm with access to a flexible and innovative investment model that takes into account unique alternative investments.

Our team has the knowledge and experti...Show more

Industries

Financial Services

Headquarters Location

Employees Size

10-50 employees

Contact Oakwater Wealth Counsel - Harbourfront Wealth Management

Organization Website

Employees Turnover 3 quarter 2025

Length of Employment
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Employee tenure at Oakwater Wealth Counsel - Harbourfront Wealth Management shows a diverse range of experience levels:
10% have been with the company for less than 1 year20% for 1–2 years20% for 3–4 years50% for 5–7 years
Contact top employees from Oakwater Wealth Counsel - Harbourfron...
Justin Toevs
Investment Advisor
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Ladan Shokrgozar BA
Senior Portfolio Manager
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Kanika Malhan
Administration Manager & Investment Advisor
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Andy Trinh CIM®
Associate Portfolio Manager
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Wes Ashton
Senior Portfolio Manager
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Domenico Poletto
Investment Advisor
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Elaine Bonilla
Associate Investment Advisor
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