Description: Wealth management, financial planning, and cross border financial advisor to families and business owners from BC, Alberta, and US – for more than 25 years.
financial advisor (2156) cross border (107) victoria british columbia (5) wealth management and investments us citizens investors in canada canadian citizens investors in united states calgary edmonton alberta
Aspira Wealth was created to help our clients navigate their most challenging financial decisions by focusing on what is important to them. The things they want to do, the things they aspire to have and their dreams for the people they love. It is deeply personal, as are our services.
We help families plan for their children’s and grandchildren’s education, plan for the day when they no longer go to work and plan for the transition from their home to an elder care facility. We help them plan for life’s inevitable curve balls – the premature death, the critical illness, the errant child, the painful divorce, the complexities of a second marriage, and the often overwhelming issue of estate planning. We help them structure their affairs to minimize the taxes they pay both today and on their
Aspira Wealth’s founders are diverse in many ways – different generations and genders, and were raised in very different familial and political systems. While those experiences provide unique perspectives, what the founders have in common is an appreciation for hard work, a passion for mentoring the next generation and a willingness to serve.