Serious Wealth Deserves Serious Credentials

Dattani Wealth Advisory Group

We are proud to profile our backgrounds and credentials.

Ashit Dattani

Investment Advisor
Senior Portfolio Manager

Ashit Dattani offers clients a unique opportunity to focus on, and move forward with, personal and family goals through an exploration of ideas and candid dialogue with a confidential and unbiased thinking partner.

His 25 years of experience in dealing with high net-worth families, combined with his degree in Finance, has allowed him to help his clients make smart, long-term decisions. His clients rely on him to work collaboratively with their accountants and lawyers to formulate and execute wealth and estate plans that not only help them, but also their next generation.

Ashit lives in Vancouver with his wife Kristin, two children and an overgrown labradoodle – Millie. Although he has officially retired from his amateur soccer and baseball coaching duties, he still likes to give back to the community. Currently, he is on the National Board for the Juvenile Diabetes Research Foundation where he is the head of Government Relations. When time permits, he enjoys running, traveling, and working on his struggling golf game.

Borzo Salehi

Associate Investment Advisor

Borzo joined the Dattani Wealth Advisory Group in 2001 and enjoys
working in a dynamic environment. In addition to earning a Bachelor of Commerce degree from the University of British Columbia in 2000, Borzo holds a Chartered Financial Analyst (CFA) designation. Borzo and his wife Angela live in Port Moody with their daughter and son. Initially very resistant to moving to the suburbs, to his own surprise, he has come to love living in Port Moody…the craft breweries have helped. Borzo likes to stay active and enjoys squash and tennis.

Dugan Batten

Associate Investment Advisor

As a Chartered Accountant and trusted family business advisor, Dugan brings an important skillset to the team that helps clients navigate the nuances of important financial and business decisions. Dugan is a long-term thinker who believes that the foundation of successful relationships is open communication grounded in listening
and a robust understanding of the unique needs of each client.

A former Tax Senior Manager at KPMG LLP, Dugan has been with TD Wealth since 2016. He holds the Family Enterprise Advisor (FEA) and Trust and Estate Practitioner (TEP) designations.
Dugan lives in Vancouver Heights with his wife and three children.

When he has free time, he enjoys playing hockey, running, cooking,
and reading.

Our Associates

Client Relationship Associate

Client Service Associate