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🥇 Aspire Wealth Group
Aspire Wealth Group: Planificación financiera independiente y personalizada con un toque humano.
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Insurance
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Aspire Wealth Group: Planificación financiera independiente y personalizada con un toque humano.
Aspire Wealth Group en Kanata, Ontario, ofrece asesoramiento financiero independiente y planificación de seguros con un enfoque personalizado. Las reseñas de los clientes elogian las relaciones de larga data, un cuidado auténtico por el bienestar personal y una planificación minuciosa y clara. Asesores como Rianne de Castro y Jason son elogiados por su capacidad de respuesta y profesionalismo, ayudando a los clientes a tomar decisiones con confianza.
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Gestión integral de carteras y estrategias de construcción de patrimonio a largo plazo, adaptadas a su nivel de comodidad y a sus objetivos de jubilación.
Planes financieros personalizados con pasos detallados y prácticos, que incluyen opciones de inversión y ajustes por etapas de la vida para todos los miembros de la familia.
Asesoramiento experto y soluciones de seguros personalizadas para proteger sus activos y brindar seguridad financiera.
Asesoría de inversiones independiente y objetiva para ayudar a hacer crecer sus activos con razonamientos claros y comparaciones entre opciones.
Estrategias y apoyo para tomar decisiones financieras con confianza a medida que se acerca a la jubilación, asegurando un futuro seguro.
Calificación general
Steve Harding
This is long overdue - I've been a client of Jay Dashnay and Aspire Wealth Group for over 10 years, and I honestly can't recommend them enough. The longevity of our relationship speaks for itself. What truly sets them apart is their authentic care for my personal well-being, not just my portfolio. They provide a level of care and attention to detail that gives me genuine financial security. If you're looking for a wealth management team that is both expert and deeply human, look no further.
Elyse Owen
Rianne de Castro has been an incredible advisor to work with! She was patient, thorough, and took the time to make sure I fully understood every element of my plan. She was also incredibly responsive, always getting back to me quickly whenever I had a question. I highly recommend working with her!
Liang Hong
I was looking for independent financial advisor, with customized plan, not only to let asset grow but fits to each stage of life for all family member. Glad I find Aspire wealth, Rianne and Laurie helped us to start with info gathering, some of details we didn’t even think of, listen to our needs, clarify some ambiguity. Through each conversation, we got more and more clear picture which direction we want to head, how feasible, and how to act. The customized plan Rianne presented is full of details, actable, with reasoning and choice comparison. She is very approachable, knowledgeable, great at numbers, as engineers like us we find it’s super easy to communicate that way. It’s been a great experience with Aspire team, thank you.
Mandy Boyd
As a client of Aspire Wealth Group for several years, I cannot speak highly enough of their services. From the moment I first engaged with them, I was impressed by their professionalism and dedication. I have been in contact with most of the team there and they always go above and beyond to ensure that I am not only satisfied but also well-informed about my financial options. They have provided me with invaluable guidance and advice that has helped me navigate various financial decisions with confidence. Overall, I would highly recommend Aspire Wealth Group to anyone seeking personalized financial advice and support. They have consistently demonstrated their commitment to their clients, and I am grateful to have them as my trusted advisors! Thank you Cedric, Jason and team!
daniel redmond
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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