About Cherry Hill
We started Cherry Hill Private Wealth because we wanted to see a more human approach to wealth management. A little less industry jargon with more of a focus on what you want in your life.
Why we launched Cherry Hill Private Wealth.
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Integrity means the world to us so we wanted a culture that valued it.
We value the relationships we build with you and we value the work we do and how we do it. It was important for us to create a workplace that adhered to the moral and ethical principles that guide the way we do things. For you and for us.
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We wanted to guide you without all of the traditional roadblocks.
We understand the importance of your financial security and peace of mind. In order to provide that to you in a way that you deserve, we needed to create more flexibility and access to the financial tools that were out there while removing the red tape.
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Work/life balance and mental health is extremely important to us.
We preach balance to all of our clients as we get to know you and your families more. It’s such an important piece to planning your financial future as our mental health guides the decisions we make in our lives. We wanted to build a healthier culture.
Meet The Cherry Hill Team
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Trevor Miller
CFP, RIAC, RRC
Trevor believes that every Canadian deserves access to exceptional financial advice. He advocates for the importance of having a finacnial team that supports intelligent decision-making, emphizing that this resource svould not be exclusive to the ultra-wealthy.
For too long, Canadians have settled for generic, underperforming investments and uninspired financial advice. In today's world, having a committed financial partner is more crucial than ever. Trevor is dedicated to understanding your financial circumstances better than you do and collaborates with you to make the most beneficial decisions with your money. He champions a holistic financial strategy, integrating superior investment options with tax, estate, and risk management planning, to pave the way to genuine financial freedom.
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Adrian Blake
CFP
Adrian enjoys finding better ways to serve his clients, having embraced technology (something this industry is guilty of avoiding) in order to make his practice fully digitally enabled. The most important part of financial planning is not the plan itself, but the clarity and understanding that the process of financial planning brings to the forefront. A complete understanding that “future-you” is going to be OK, allows you to relax and enjoy today.
Beyond work, Adrian is married to Jennifer, has two young sons, Owen and Dax, and enjoys cycling, keeping exotic discus fish, and cottaging.
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Ashley Morais
CFP
Ashley believes that her clients deserve the best advice and access to the best solutions. Previously, Ashley was in a career in which she took care of clients in a very hands on way and saw that this type of client-centric care was sorely lacking in the financial services industry. Knowing the importance of caring for her clients, she has dedicated her time to bringing an elevated level of client care to her practice. Ashley believes that empowering her clients with the knowledge and access to solutions will ultimately put them in the best position for success. Ashley continues to expand her knowledge through continuous learning and earned her CFP designation in 2022.Ashley is the proud mother of two children, Paris and Tyson. In her spare time, she enjoys reading great books, staying fit, exploring the outdoors, and vacationing with her family.
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Christine Olscamp
Administrative Associate
Christine has an unwavering passion to help her clients achieve their financial goals. Since joining the financial services industry in 2016, she has dedicated her time to building relationships with her team’s clients. Christine has been instrumental in the financial planning process by diving deep with her clients to gather all the relevant information and help build exceptional plans. She values teamwork and is constantly expanding her knowledge through any learning opportunities that arise.
Outside of work, Christine enjoys relaxing at her trailer and watching her nephew play football.
We are working with Harbourfront Wealth Management to bring you more access.
Harbourfront Wealth Management works with financial advisors like us to provide more access and flexibility when it comes to managing and investing your money.
Harbourfront has built a unique private securities platform, where every client at Harbourfront can access a shelf of customized, retail-friendly, private securities. Since the first branch opening in 2013, Harbourfront has grown to 38 branches nationwide (as of June 2021), and also operates in the US through its sister company, Harbourfront Wealth America.
Seasoned advisors like us continue to leave their current investment firms and bring their client practices to Harbourfront, making them one of the fastest-growing wealth advisory dealers in Canada. Together we’re bettering the financial lives of our clients.
Through our partnership with Harbourfront Wealth Management, we now have more options that were not available to us, and you, in our past partnerships and we look forward to working together for you.
Book a consultation with us.
Let’s schedule a call to meet each other and see if we can help you achieve a financial roadmap that helps you create a financial plan that focuses on what, and whom, means the most to you.