Ashley is a fully Licensed Financial Advisor Assistant and is the first point of contact for Okanagan Wealth Management Group. She prides herself on providing exceptional customer service and administrative support. Ashley has worked in the financial services industry for over 18 years. Having a genuine interest in good customer service is one of Ashley’s many strengths. In a time when true customer service is becoming rare, Ashley stands out by delivering care that is consistently exceptional. With her keen eye for detail, she diligently tracks every dollar flowing in and out of client accounts, ensuring accuracy and accountability. Her dedication keeps both our team and our clients on track, reinforcing the trust and confidence that define our practice
Ashley maintains a full securities investment license, having completed the Canadian Securities Course, the Conduct and Practices Handbook, and Wealth Management Essentials—equipping her to handle any client request with professionalism and care.
Born in Vancouver and raised in Penticton, Ashley grew up in an entrepreneurial family and knows the importance of customer service and exceeding expectations. She can be found most weekends hiking the lovely scenes of the Okanagan with her husband Paul or their two boys Riley and Declan.