Aspire to Live Well
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Contact: Andrew Lee
We go beyond providing investment advice – the Aspire team takes the time to get to know your immediate needs, understand your long-term goals, and manage risks moving forward. From major life milestones to market changes, we work relentlessly to be your trusted advisor who never waivers in pursuit of your financial goals. Read more here
SERVICE AREAS
Edmonton and Surrounding Areas
Andrew Lee
As President of Aspire it is my privilege to serve clients and other financial professionals as they work towards achieving their life goals. I aim to provide complex financial solutions, in a down-to-earth and approachable manner.
Every Canadian could benefit from a comprehensive financial plan, and based on this belief, every client engagement begins with an in depth look at their entire financial situation.
I tailor my financial planning services to each client, and my services include: retirement planning, insurance planning and tax-reduction planning. Client relationships should go beyond merely helping provide financial security, so I focus on building a relationship of trust that helps others achieve and maintain a comfortable lifestyle.
As a part of my ongoing efforts to provide excellence in financial planning I have earned my Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU) designations.