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This is not a paid award. Kanika has a Bachelor in Communications from Simon Fraser University, which contributes to her people skills. We are certain that Guillaume's arrival and the promotions of Benjamin and Edmond will develop and strengthen our services in the interests of our clients. With this report, Wealth Professional celebrates 44 teams that have faced those headwinds and more in stride, snatched opportunities from challenges, and pushed their limits with one goal: to act in their clients' best interests with comprehensive wealth service. Eric Favre - MLL Legal +41 22 707 8053 Read Wes Ashton, CIM, FCSI's article on Estate Planning: I Don't Want to Act as Estate Executor." +41 44 215 5249 The group and leading practitioners are highly ranked and recognised among leading law firms in global directories and publications: Lwenstrasse 19 +41 44 215 5252 Find all publications by Eric Favre on our website mll-legal.com. Recognized as a legal expert by the Capital Markets and Technology Association (CMTA), MLL Meyerlustenberger Lachenal Froriep Ltd. Guillaume is a very talented lawyer, with more than 15 years experience in advising high net worth individuals and their families. Oakwater Wealth Counsel - Harbourfront Wealth Management posted on LinkedIn Harbourfront Wealth Management was one of Wealth Professional Magazines 5 Star Brokerages for 2022. Carmen Kalantzis Director of Operations, Oakwater Wealth Counsel Vancouver, British Columbia, Canada 3K followers 500+ connections Join to view profile Harbourfront Wealth Management British. +41 44 215 34 95 Rankings chosen by Wealth Professional Magazine. Building and retaining wealth takes a collaborative perspective that can involve a wide range of options. Edmond is admitted to the Swiss Bar and has a Masters of Law (LL.M.) edmond.kohler@swlegal.ch, Geneva He regularly advises financial institutions in large-scale financing and regulatory matters, in addition to corporate clients and individuals in M&A transactions in the financial sector. Oakwater Wealth Counsel, Harbourfront Wealth Management. Check out my article on the importance of Looking Beyond Today. https://lnkd.in/gjibkeZE Read moreRead more Articles March 29, 2023 Wes Ashton was named a Top 50 Advisor in Canada in 2019, 2020, & 2021 in Wealth Professional Magazine. Copyright 2022 Oakwater Wealth Counsel Harbourfront Wealth Management. Oops! F+65 6580 2241 Certainty is hard to plan for. Handling your net worth is a complex process that involves much more than your investment accounts. andrea.andelic@swlegal.ch, Geneva olivier.hari@swlegal.ch, Geneva Switzerland, T+41 22 707 8000 +41 22 707 8070 Ladan was recognized as the Excellence Awardee for the Advocis Award for Young Achiever of the Year in 2020 and 2021, and was placed on the Wealth Professional Rising Star List in 2020. P.O. Harbourfront Wealth Management. | 31.01.2022, Adoption by the Swiss Federal Council of its Message amending the CISA to create the Limited Qualified Investor Fund (L-QIF) | 16.09.2020, Introduction of the Limited Qualified Investor Fund (L-QIF) through upcoming modification of the Swiss Collective Investment Schemes Act (CISA) | 23.01.2020, Eric Favre | Confrencier | Gerer et conseiller dans le cadre LSFin: exigences legales, pratiques de marche, surveillance et audit | 19.04.2023, Respect des rgles de conduite LSFin : comment surveiller et sanctionner ? We wish Guillaume, Benjamin and Edmond a successful start in their new roles. Switzerland, T+41 44 215 5252 Harbourfront Wealth Management. PWM Private Wealth Counsel, iA Private Wealth. Clear Guidance. Firefox or Edge. He is an amateur pianist and painter. #moneymanagement #stockmarket #financialplanner #investing, While we can never control the timing of more challenging economic times, there may be ways to better surviveand even thrive. 5-Star Advisory Teams 2022 | Wealth Professional As Executive Assistant and Director of Operations, Carmen Kalantzis has many roles at Oakwater Wealth Counsel including office administration and management duties, as well as event planning. Harbourfront Wealth Management Inc is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. The Oakwater Wealth Counsel team recently organized a Mexican Fiesta for the families staying at Ronald McDonald House. Director of Growth Strategy and Portfolio ManagerOakwater Wealth Counsel/Harbourfront Wealth Management. Based on our research, the answer is to go beyond financial products and investment recommendations by engaging in holistic planning and personalization. We're passionate about creating comprehensive, strategic plans that foster growth and impact for good. To identify the 5-Star Top Advisory Teams, Wealth Professional asked investors across Canada to nominate their advisory teams and describe the key service offerings that set these teams apart and what value they provide to their clientele. What matters most is the intersection between life and how well we manage it. geneva@swlegal.ch, 6 Battery Road, #37-02 Counsel to SIX listed Panalpina Welttransport (Holding) AG and its board of directors in connection with the CHF 5.1 billion public exchange offer launched by Danish DSV A/S, resulting in one of the world's largest supply chain solution providers. manuela.scerri@swlegal.ch, Zurich No portion of this site may be replicated without permission. Connect with Wes Ashton - info.oakwaterwealth.com +41 44 215 5296 #estateplanning #financialeducation #moneymanagement #financialadvice #financialservices #financialfreedom, Oakwater Wealth Counsel, Harbourfront Wealth Management, Your estate liability might be higher than you think. Theres always a new goal to achieve and a task to accomplish. Wealth Professional is a free online information resource for all Canadian advice and planning professionals. Outside of the office, he can be found spending quality time with his family or getting in a round at the golf course. P.O. Wealth Professional is a free online information resource for all Canadian advice and planning professionals. Concise analysis of key trends in the fast-moving world of corporate governance for board members of Swiss companies. Check out professional insights posted by Wes Ashton, CIM, FCSI, Oakwater Wealth Counsel - Harbourfront Wealth Management About our Singapore Office, This website uses cookies to provide necessary site functionality and improve your online experience. Not even the great Warren Buffett has figured it out! Harbourfront Wealth Management was one of Wealth Professional Magazines 5 Star Brokerages for 2022. Member - Canadian Investor Protection Fund. Active in his professional and personal communities, Wes is committed to the ongoing education of Canadians and his peers, and has delivered wealth management lectures across the country. Wes Ashton had a memorable year in 2021 his practice outpaced its record year in 2020 by more than 50%. Concise analysis of key trends in the fast-moving world of corporate governance for board members of Swiss companies. Wealth Professional is a free online information resource for all Canadian advice and planning professionals. About us We're an independent advisory firm with access to a flexible and innovative investment model that takes into account unique alternative investments. Carmen Kalantzis Executive Assistant / Director of Operations sd As Executive Assistant and Director of Operations, Carmen Kalantzis has many roles at Oakwater Wealth Counsel including office administration and management duties, as well as event planning. Our team has the knowledge and expertise to create a lasting impact for our clients. Switzerland, T+41 22 707 8000 Eric Favres activities focus on all matters of regulatory and private law in asset management, investment and banking matters. Prior to making any decision or taking any action, you should consult with a professional advisor. Our True Wealth model involves a multi-step process that takes our clients through a series of advisory meetings, including one with a tax lawyer. +41 44 215 5268 He holds the Chartered Investment Manager (CIM) and the Fellow of the Canadian Securities Institute (FCSI) designations. shawn.gregory@swlegal.ch, Geneva After more than 20 years in the industry, Wes recognizes the importance of counselling families on their financial matters during different stages of life. fabio.elsener@swlegal.ch, Zurich Watch this video to find out why (you may find these insights surprising)! Find out more about how we use cookies and how you can manage them here: Privacy Notice. 1 talking about this. https://lnkd.in/gnwezxdW #estatetax #harborfrontwealth #oakwaterwealth #estateplanning #inheritance. Copyright 2022 Oakwater Wealth Counsel Harbourfront Wealth Management. To keep pace with the rapidly changing investment landscape, hes 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. Internet Explorer. Copyright 1996-2023 KM Business Information Canada Ltd. Check out why time smooths out volatility and performance. Wes has been featured in various media sources, including Business In Vancouver/Roundhouse Radio, Mornings with Glen Valaitis, Advisors Edge Magazine, Asset TV Canada, and The Globe and Mail. Her self-motivation and work ethic helped her move up with the company in a short period of time, an accomplishment she is exceptionally proud of. Monthly email with the latest updates and summaries of the Swiss Federal Supreme Court's case law in arbitration matters. +41 44 215 3684 He prioritizes his relationships with his clients as he works with them to better their lives. from University College London. Regular insights and updates on key developments in the rapidly changing landscape of Environmental, Social and Corporate Governance disputes. Methodology: To identify the 5-Star Top Advisory Teams, Wealth Professional asked investors across Canada to nominate their advisory teams and describe the key service offerings that set these teams apart and what value they provide to their clientele. We are delighted to announce the strengthening of our teams with the renowned expertise of our new Partners and Counsel: Dr. Guillaume Grisel joins our Private Wealth team as Partner, while Benjamin Gottlieb has been appointed as Partner in our Dispute Resolution and International Arbitration practice, and Edmond Kohler will become Counsel in our Banking & Finance and Corporate & Commercial . Carmen learned Greek for the job, which shows her perseverance and dedication to her work. As families go through various events, both good and bad, the focus changes on whats important to them. Oakwater Wealth Counsel - Harbourfront Wealth Management | LinkedIn Wes Ashton, CIM, FCSI | LinkedIn +41 22 707 8053 geneva@swlegal.ch, 6 Battery Road, #37-02 We believe teamwork drives a sense . 1211 Geneva 1 She provides administrative support, engages with clients in a welcoming manner, and plays an integral role in building relationships with clients from the beginning stages of their process. Box 2088 #financialeducation #moneymanagement #stockmarket #financialplanner #investing, How safe is your money in Canada? Box 2201 8021 Zurich As part of your wealth planning, have you considered your wealth's longevity? The 8-Step Wealth Management Process is an integrated, multilayered approach encompassing tax minimization planning, portfolio construction, and management, retirement income planning, trusts & estate preservation as well as risk management. But Ashton isnt resting on his laurels. Being proactive and expanding her skills is essential for Kanika, as is being a team player. +41 22 707 8107 The brilliant and pragmatic team is praised for its solution-focused style., Providing sound and strategic advice on ECM and DCM matters., Team members that are outstanding and business-minded., The ability to break down Swiss law and SIX exchange rules in a way that is easy to understand for a foreign company., Outstanding professionals maintaining good working relationships with clients.. Rankings chosen by Wealth Professional Magazine. Box 2088 singapore@swlegal.sg, Show on Google Maps This site is protected by reCAPTCHA and the Google A regular look from a unique M&A perspective at legal changes, economic developments and societal trends in Switzerland. Harbourfront Wealth Management is not a sponsor. Oakwater Wealth Counsel - Harbourfront Wealth Management | LinkedIn We're an independent advisory firm with access to a flexible and innovative. +41 44 215 9373 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. TEAMAPPROACHSTRATEGIESINSIGHTSEVENTSCONTACT CLIENTS Proven Strategies. Harbourfront Gives contributes to Canadian approved charities aligned with our core values as an organization. Monthly selected key topics from our practice areas, sectors and industries, plus newsflashes on recent developments. What happens if the named executor decides that they arent able to carry out the duties or maybe that they no longer want to? In 2021, Benjamin was recognized by Legal 500 as a Key lawyer in Dispute Resolution Arbitration. philippe.borens@swlegal.ch, Zurich Driven by the mission, to embody a philosophy of independent, unbiased advice with an unwavering commitment to delivering true wealth management - Harbourfront has been an active player in working to eliminate gender-based disparities. This is not a paid award Harbourfront Wealth Management is not a sponsor. #bankcrisis #economy #financialadvisor #wealthmanagement, How can you create a wealth plan that is recession-proof? We are delighted to announce the strengthening of our teams with the renowned expertise of our new Partners and Counsel: Dr. Guillaume Grisel joins our Private Wealth team as Partner, while Benjamin Gottlieb has been appointed as Partner in our Dispute Resolution and International Arbitration practice, and Edmond Kohler will become Counsel in our Banking & Finance and Corporate & Commercial practices. Updated Sep 15, 2022 Experience All years of Experience All years of Experience 0-1 Years 1-3 Years 4-6 Years 7-9 Years 10-14 Years 15+ Years Industry All industries All industries Legal Aerospace & Defense Agriculture Arts, Entertainment & Recreation Pharmaceutical & Biotechnology

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