What is Ash Tree Financial?
As financial planners, Ash Tree believes that helping clients achieve their goals takes careful planning. Throughout our lifetime, financial emergencies, health crises, and even premature death are possible, any of which could dramatically impact our lifestyle and goals. I want my clients’ financial plans to help them withstand these risks regardless of when they might occur.
I work with my clients to create a financial plan that addresses their concerns in four key areas: financial security at death, living benefits, liquidity and retirement. Their financial plan will be tailored to their needs, risk tolerance and the goals they want to achieve.
The process I follow to create each financial security plan includes:
- Gaining a clear understanding of my clients’ goals
- Analyzing their situation
- Building a financial plan to help them achieve their short- and long-term goals
- Reviewing their financial plan regularly to help ensure it continues to meet their changing needs
That is our commitment to you.
Our Story
After starting in the industry in 2011, Kent Nash founded Ash Tree Financial Inc. in 2016 and has been growing the business ever since. In this short time frame, Kent has garnered many achievements including the completion of his Chartered Life Underwriter (CLU) designation for which he received the Leslie M. Dunstall award for the highest overall grade in Newfoundland and Labrador. He also completed his Certified Financial Planner (CFP) designation in 2016.
Eamonn O'Brien joined the Ash Tree team in 2017. Eamonn comes to the team with a wealth of experience including 35 years in the financial services industry. He has served as a supervisor at TD Canada Trust, Regional Director of the Freedom 55 Financial Newfoundland branch and Certified Financial Planner (CFP).
Ash Tree currently has over 1,000 clients that have assets of $40+ million. Kent and his team are determined to perform for their clients at the highest level.
Ash Tree was named the preferred provider for the Pharmacists' Association of Newfoundland and Labrador (PANL) in June 2017 and created partnerships with other organizations in an effort to provide maximum value to pharmacists and its approximate 1,000 members.
Why Ash Tree?
People often ask, "So why Ash Tree?" Founder and president, Kent Nash is proud of his family name and its history. He wanted a title that represented not only his vision for the company, but also his personal heritage.
The name Nash originates from the depiction of 'at the ash', meaning someone who lived near an ash tree. The ash tree represents growth, expansion and higher perspective due to its incredible root system. If we think symbolically, we can liken our own growth with that of the ash tree. The stronger our roots, the higher our attainment.
While our intention is to expand and grow, we have a fundamental process and support system in place to ensure that every client receives the level of service they deserve.