Ashley Searle, MBA, BA, CFP, FEA, currently serves as a Wealth & Estate Planning Specialist at Canaccord Genuity Group Inc., where expertise is applied to advise high net worth and ultra high net worth clients on various aspects of wealth and estate planning. Prior experience includes positions at TD, starting as a Financial Services Representative and advancing to roles such as Financial Planner and Manager of Financial Planning Program Development. Notably, Ashley has a strong background in training, team management, and collaborating with legal and financial professionals. Educational credentials include an MBA from Dalhousie University, a BA from Western University, and a Family Enterprise Advisor designation from the University of Alberta.
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