Ash Tree Financial Inc.

What is Ash Tree Financial?

As financial planners, Ash Tree believes that helping clients achieve their goals takes careful planning. Throughout our lifetime, financial emergencies, health crises, and even premature death are possible, any of which could dramatically impact our lifestyle and goals. I want my clients’ financial plans to help them withstand these risks regardless of when they might occur.

I work with my clients to create a financial plan that addresses their concerns in four key areas: financial security at death, living benefits, liquidity and retirement. Their financial plan will be tailored to their needs, risk tolerance and the goals they want to achieve.

The process I follow to create each financial security plan includes:

Gaining a clear understanding of my clients’ goals
Analyzing their situation
Building a financial plan to help them achieve their short- and long-term goals
Reviewing their financial plan regularly to help ensure it continues to meet their changing needs

That is our commitment to you.

Investing basics for kids

Nov 28, 2023 - Canada Life

It might seem odd to talk to your kids about investing, but by introducing the topic early, you prepare them for financial decisions they’ll need to make as adults....

Dividend investing

Nov 27, 2023 - Canada Life

To diversify and balance your portfolio, you may want to consider dividend investing. This strategy can help reduce volatility in your portfolio....

Needs versus wants

Nov 23, 2023 - Canada Life

Helping your child understand the difference between needs and wants will help them as they learn to manage their own money....

STARTS WITH YOU