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
Aspire Wealth Group
Financial Services
Kanata, Ontario 412 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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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
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The spirit of giving shines bright! Thank you to our wonderful clients who partnered with us to support Toy Mountain. Making our Ottawa community stronger together. 🎁 #CommunityFirst #AspireWealthGroup #InvestedInYourJourney
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Inspired by the Business Breakfast for Impact hosted by Ignite Philanthropy! Paul Nazareth shared powerful insights on connecting entrepreneurship with strategic philanthropy. Great discussion on how purpose-driven business creates lasting community impact while boosting the bottom line. #InvestedInYourJourney #AspireWealthGroup Pictured with Rianne are Janice McFarlane from Canada Life, and keynote speaker Paul Nazareth.
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Strategic giving isn't just about impact - it's about growing your legacy. Our specialized knowledge in philanthropic strategies will help you maximize the impact of your giving, align it with your values, and leave a lasting legacy. It will also reduce your personal and or corporate tax bill. 🌐 www.aspirewealth.ca #InvestedInYourJourney #MFAPDesignation #PhilanthropyExpertise
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Proud of our own Jason Dashnay MFA-P for moderating an insightful panel on charitable giving strategies at the Ottawa Estate Planning Council event at the NAC. The discussion with Grace Xin (Ottawa Community Foundation) and Megan Doyle Ray (CHEO Foundation) explored innovative approaches to philanthropic planning. Jason's eight years of board service continue to deepen our ties within Ottawa's estate planning community. #AspireWealthGroup #CharitablePlanning #OttawaEstates #InvestedInYourJourney
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5-STAR Google Review! We’re grateful for your trust in us and your recommendation, and we look forward to continuing to exceed your expectations every step of the way. I have been a client with Aspire Wealth Group since 2021 and the quality of service they provide is outstanding! Rianne is extremely professional, knowledgeable, superb communication and flexible to work around your schedule. If you’re looking for a new financial planner or would like to get started I highly recommend Rianne and the Aspire wealth Group. They will help you every step of the way and will exceed your expectations! -Amanda