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

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.