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Aspire Wealth Group

  1. Ottawa
  2. Kanata Finance
  3. Kanata Insurance Agency

Reviews, get directions and information for Aspire Wealth Group

Aspire Wealth Group

About

We are an independent financial services firm that helps business owners and professionals with their INVESTMENTS, INSURANCE and MORTGAGES

Story

Reach New Heights of Financial Freedom
Aspire Wealth Group helps individuals, families and business owners prepare for life’s events through comprehensive 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. Our goal is to create wealth and peace of mind for every client by embracing a holistic, value-focused approach to planning and investing.
Our comprehensive financial planning process consists of:
1) Short, Medium and Long Term Goals
2) Day-to-Day Finances
3) Investments
4) Managing Financial Risk
5) Taxes
6) Retirement
7) Estate Planning

Mission

Clear, professional financial advice can provide you with a road-map for life so you can stop worrying about money, and confidently live the life you want.

Products

Disability Income Protection
Overhead Expense Insurance (Business Owners)
Critical Illness Income Protection
Personal Life Insurance
Mortgage Insurance Protection
Long-Term Care Insurance
Health and Dental Plans
Banking Services - Saving and Lending
Education Savings Plans (Children)
Employee Benefits (Business Owners)
Educational Workshops for Staff (Business Owners)



"We help successful business owners, professionals and their families prepare for life's events through financial planning"
Address: 130 Terence Matthews Cres, Unit A-2, Kanata, ON K2K 2X3, Canada
Phone: (613) 254-8484
ac.htlaeweripsa@mynnej
State: Ontario
County: Ottawa Division
City: Ottawa
Zip Code: K2K 2X3


Opening Hours

Monday: 8:30 AM – 4:30 PM
Tuesday: 8:30 AM – 4:30 PM
Wednesday: 8:30 AM – 4:30 PM
Thursday: 8:30 AM – 4:30 PM
Friday: 8:30 AM – 4:30 PM
Saturday: Closed
Sunday: Closed

Update Info

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Reviews
Understanding financial jargon and terms is not in my wheelhouse. JoAnne Martin makes it all super easy for me to understand. JoAnne is down to earth, highly customer service oriented and very professional. I've been working with JoAnne for many years and highly recommend meeting with her to discuss your financial ASPIRE-ations.
Cedric and Jason are the reason we were able to buy our dream house. As an entrepreneur, we knew that getting a mortgage might be a little tricky... but we had no idea how challenging it would be. Between all the documents we had to provide and all the hoops we had to jump through, the team of Aspire Wealth was there each step of the way, with smiles and encouraging words. When we were worried that it wouldn't work, they stayed up late many nights and started extra early in the morning to try and find solutions to make it happen. And when we realized that we had 3 days to fulfill 18 conditions 18! from the bank to get approved for our mortgage, they made it happen. And amidst all the stress, they kept reminding us that they were on our side and wouldn't give up until we were successful. They were always patient, kind and so freaking good at their job. They rock. I still can't believe our fortune that we were able to tackle the biggest and most stressful! purchase of our life with their amazing help. If you are looking for the best possible financial team to reach your goals, you cannot go wrong with Aspire Wealth.
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