The team at AWG has a family-like environment built on respect, common goals and communication. The atmosphere in the office is professional, yet casual. The team exudes a personable and relaxed energy that makes clients feel comfortable.
CEO & Wealth Coach
As a Wealth Coach, Jason offers comprehensive financial planning advice for professionals, successful business owners and their families. Aspire Wealth Group was created from his passion for helping people with their finances. With over 20 years in managing client relations, Jason’s main focus is creating solutions to help people accomplish their lifelong goals.
In his down time, he enjoys spending time with his friends and family around the lake and taking his kids for a skate on the hockey rink.
Be fearful when others are greedy and only be greedy when others are fearful.
– Warren Buffett
Wealth Coach
Rianne’s passion for helping people with their personal finances led to a career change from the health & science industry.
She enjoys providing education on the importance of managing cash-flow, investing, and preparing for the what-if’s, so that clients can achieve their financial goals sooner.
Rianne is in the process of obtaining her CFP (Certified Financial Planning) designation. Outside of work she is also a bodybuilding competitor, loves to travel, and spend quality time with her husband, dog, and friends and family.
Everything is going to be fine in the end. If it’s not fine it’s not the end.
– Oscar Wilde
Wealth Coach
Born in France, Cédric is fully bilingual with a proven track record of success as a business owner in the ski industry. Since 2011, he has assisted business owners, professionals, and their families in implementing financial plans.
Cédric volunteers his time with the French School Board, educating our youth on personal financial topics. Each month on Rogers TV, he can be seen as the Financial Expert, where he educates viewers on the various tools available for building and protecting your wealth.
He enjoys the outdoors, snowboarding/golfing and spending time with family and friends in his downtime.
A good financial plan is a road map that shows us exactly how the choices we make today will affect our future.
– Alexa Von Tobel
Qualified Associate Financial Planner (QAFP), Wealth Coach
JoAnne has an enthusiastic approach to financial planning which is best summarized as “seek first to understand then the be understood”. JoAnne’s work with self-employed individuals and their families has taught her that each of her clients will have a unique story that needs to be heard and recognized. The customized financial plans that JoAnne creates makes her client’s individual goals a priority.
She started in the financial industry in 2016 and continues to build on her current industry education and knowledge by pursuing her CFP (Certified Financial Planner) Designation.
When JoAnne isn’t working, you’ll find her at home on her rural homestead where she embraces the chaos of a full life there with her husband and their five kids. Between their dogs, cats, chickens, three pet pot-belly pigs, and all the wildlife around their pond, there’s always an adventure to be had. She considers it to be a great day when she can end the day beside the campfire.
I’ve learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel.
― Maya Angelou
Client Care Associate
With over 20 years of experience in the hospitality industry she believes in consistently delivering the best possible customer experience and looks to continue this philosophy with all Aspire clients.
Laurie is new to the world of finance and eager to broaden her knowledge within the financial sector.
She loves spending time with friends and family, a foodie who enjoys a good glass of wine and looks forward to experiencing new travel adventures.
The high road to service is traveled with integrity, compassion and understanding; people don’t care how much we know until they know how much we care.
– Successories
Client Investment Associate
Sheila has over 20 years of experience as an Executive Assistant and Customer Service Representative in the Financial Industry.
To expand her investment knowledge, Sheila successfully completed the Canadian Investment Funds Course, Life License Qualification Program, and the Canadian Deposits Course.
Sheila’s experience as a Senior Portfolio Administrator and Manager of Money Market is of great benefit in her current role with Aspire Wealth Group.
In her spare time, she enjoys volunteering for various community events, hiking, traveling, and spending time with her family.
The only thing we have to fear is fear itself.
– Franklin D. Roosevelt
Mortgage Agent
Reni has spent 17 years in the finance industry, including 11 years with one of the big banks. During that time, she held numerous roles including Senior Financial Advisor.
As a mortgage agent with Mortgage Brokers Ottawa, she has access to over 30 different lenders to partner with. Whether you are a first-time home buyer, looking to refinance or buying your next income property she can negotiate the best rate and solution for you.
