Aspire Wealth Group
5/5
★
based on 8 reviews
Contact Aspire Wealth Group
| Address : | 130 Terence Matthews Crescent Unit A-2, Kanata, ON K2M 0J1, Canada |
| Phone : | 📞 +88 |
| Website : | http://www.aspirewealth.ca/ |
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| City : | M |
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Terry Jamieson on Google
★ ★ ★ ★ ★ I have been with Cedric and Jason for about two years now. They have been a great help in rebalancing my portfolio and tax planning. I highly recommend them.
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Tracey Briscoe on Google
★ ★ ★ ★ ★ Jason and the team at Aspire Wealth Group are the best! They provide excellent customer service and there is no one I'd trust more with my savings and retirement planning.
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Deborah Breen Whiting on Google
★ ★ ★ ★ ★ 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.
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Dave Smythe on Google
★ ★ ★ ★ ★ Cedric has been advising me for a number of years on life insurance, wealth accumulation and now set up pensions; he has also been providing education to my team at work from his presentations.
He has always been professional and considerate of my time in any of our dealings.
Thank you cedric and the Aspire team for all of your expert advice and help so far.
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Allison Batoff on Google
★ ★ ★ ★ ★ I have been a client of Aspire Wealth Group for 2 years. It has been a pleasure working with Jason and his team. Communication is always excellent and they have been attentive to my needs through various life changes. I could not ask for better partners in helping to achieve my goals and secure my financial future.
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John Lee on Google
★ ★ ★ ★ ★ Originally approach Jason at Aspire about 5 years ago on a reference from out attorney to help with retirement planning. He is professional, knowledgeable and personable. As we moved into retirement and left Ottawa at the beginning of Covid he was there and responsive to our needs and concerns about our portfolio, we very much appreciated that and his advice and Guidance were spot on.
Highly recommend Jason and his team.
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Barrie Marfleet on Google
★ ★ ★ ★ ★ We have been clients of Aspire since 2018. Clients is not the right word! We are more like partners and have formed a very strong financial relationship. Jason and his team are first class. Being retired, where our future funds are very important to us, Jason is always there with good advice as he clearly understands our needs. Our portfolio is strong and we are very pleased with the attention given to us by the entire team. We have no hesitation in recommending them to others! Thanks Jason.
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daniel redmond on Google
★ ★ ★ ★ ★ Moving numerous times during our careers we searched for a firm that would provide us all our financial investment requirements. We met Jason several years ago and from the first meeting he shared our vision of wealth building strategies fitting our comfort level linked with a long term goals moving towards retirement. Jason and his team has shepherded us through this process in brilliant fashion. We first met Jason as perspective clients and over the years he has become a steadfast advisor and trusted personal friend. My wife and I would recommend Aspire Wealth for all your financial planning needs.
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