Our unique 5-STEP PROCESS takes financial planning beyond the numbers. We dig deep into your lifestyle goals and values - not just your bank balance. It's like having a wealth coach who gets what truly matters to you. Game-changing wealth management for Ottawa's high-net-worth community. 🌐 www.aspirewealth.ca #InvestedInYourJourney #WealthManagement #AspireWealthGroup
Aspire Wealth Group
Financial Services
Kanata, Ontario 415 followers
Financial Planning For Business Owners & Professionals
About us
We are an independent financial services firm that helps individuals, families and business owners prepare for life’s events through financial planning. We take the time to understand what is important to you and customize a plan that aligns with both your goals and values. We embrace a holistic, value-focused approach to planning and investing.
- Website
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http://www.aspirewealth.ca
External link for Aspire Wealth Group
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Kanata, Ontario
- Type
- Privately Held
- Founded
- 2012
Locations
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Primary
130 Terence Matthews Cres
Unit A-2
Kanata, Ontario K2K 2X3, CA
Employees at Aspire Wealth Group
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Cédric Larigaldie MFA-P
Nous aidons les familles et Entrepreneurs d'Ottawa à conserver une plus grande partie de leurs bénéfices grâce à des solutions stratégiques…
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Jason Dashnay MFA-P
CEO+ Wealth Coach @ Aspire Wealth Group Inc | Financial Planning
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Sheila P.
Executive Assistant and Investment Associate
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laurie Michaud
Client Care Associate at Aspire Wealth Group
Updates
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⏰ RRSP Deadline: March 3rd! Don't leave tax benefits on the table. Our wealth coaches can help optimize your contributions today. www.aspirewealth.ca #InvestedInYourJourney #WealthManagement #AspireWealthGroup #RRSPDeadline
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2025 is your year to take control of your financial future. At Aspire Wealth Group, we help you transform resolutions into achievable goals through our proven 5-step planning process. Whether you're looking to grow your investment portfolio, plan for retirement, or build generational wealth, our experienced wealth coaches work with you to create a customized roadmap aligned with your values and lifestyle. www.aspirewealth.ca #InvestedInYourJourney #WealthManagement #AspireWealthGroup #2025Goals #FinancialPlanning
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Lucky number 7! 🎉 Major shoutout to our amazing Cédric on his 7-year anniversary with Aspire Wealth Group! From client meetings to crunching numbers, he's been crushing it since day one. When he's not crafting perfect financial plans, you might catch him in the French Alps snowboarding. 🏂 Here's to 7 incredible years of expertise, dedication, and making financial planning actually fun (yes, it's possible! 😉). Congratulations Cédric - thanks for being such a rockstar member of the AWG family! 🌟 #AspireWealthGroup #WorkAnniversary #InvestedInYourJourney #OttawaFinance #WorkFam
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That's a wrap on another amazing holiday food drive! 🎄 Huge shoutout to Mike and the Capcorp crew for letting us be part of their incredible initiative again this year. Together, we helped make the holidays brighter for local Ottawa families! Nothing beats giving back to our community - especially during the festive season. Thanks to everyone who donated! ❤️ #CommunityFirst #OttawaCares #AspireWealthGroup #GivingBack
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Is managing your own investments really saving you money? While low-fee investment platforms make investing accessible, there's more to building lasting wealth than minimizing costs. Think of it like self-diagnosing versus working with a qualified doctor – expertise makes a difference. The real measure isn't how little you paid in fees – it's your results after all costs. At Aspire Wealth Group, our wealth coaches do more than pick investments. We help high-net-worth individuals navigate tax strategy, estate planning, and business succession through our comprehensive 5-step planning process. Most importantly, we serve as your dedicated financial partner, understanding your unique goals to build a customized plan that evolves with your journey. Ready to move beyond DIY investing? Let's talk about building lasting wealth. 🌐 www.aspirewealth.ca #InvestedInYourJourney #WealthManagement #AspireWealthGroup
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Is managing your own investments really saving you money? While low-fee investment platforms make investing accessible, there's more to building lasting wealth than minimizing costs. Think of it like self-diagnosing versus working with a qualified doctor – expertise makes a difference. The real measure isn't how little you paid in fees – it's your results after all costs. At Aspire Wealth Group, our wealth coaches do more than pick investments. We help high-net-worth individuals navigate tax strategy, estate planning, and business succession through our comprehensive 5-step planning process. Most importantly, we serve as your dedicated financial partner, understanding your unique goals to build a customized plan that evolves with your journey. Ready to move beyond DIY investing? Let's talk about building lasting wealth. 🌐 www.aspirewealth.ca #InvestedInYourJourney #WealthManagement #AspireWealthGroup
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Cheers to the season! 🥂✨ From our Aspire Wealth Group family to yours, we're raising a glass to celebrate another wonderful year of partnership with our amazing clients. Thank you for trusting us with your financial journey in 2024. #AspireWealthGroup #InvestedInYourJourney #HappyHolidays #MerryChristmas #OttawaBusiness
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We're proud to sponsor the West Ottawa Ringette Association's FUN3 Phoenix team this season! 🏒 At Aspire Wealth Group, being #InvestedInYourJourney means more than just financial planning – it's about supporting our community and the next generation of leaders. We're excited to help these talented young athletes pursue their passion for ringette right here in Stittsville and Kanata. Join us in cheering on these dedicated players as they represent WORA across Ottawa. Here's to a fantastic season ahead! #AspireWealthGroup #WealthManagement #CommunitySupport #WORA #OttawaSports
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#TestimonialTuesday ⭐ "Rianne is very helpful and patient, answering all of our questions in a timely and thorough manner. We have enjoyed our experience at Aspire." At Aspire Wealth Group, we believe in taking the time to understand each client's unique needs and ensuring all your questions are answered. Thank you for trusting us with your financial journey! #InvestedInYourJourney #WealthManagement #AspireWealthGroup #FinancialPlanning