Welcome to Aspira We help our clients live out their greatest aspirations, across generations

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Aspira is for aspiration

If you’re looking for a team of experts that will care for you + your family beyond money, be transparent with you, and stand by you for generations, you’ve come to the right place.


How We Help

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Create a lasting legacy

Your financial future deserves expert guidance. From wealth management and tax optimization strategies to cross-border solutions, we help you protect, grow, and preserve your assets. Explore how we turn complex financial goals into actionable plans, start your journey today.

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Home Page - Latest From Team - Eileen Kelly's Lens on Financial Wealth

Eileen Kelly's Lens on Financial Wealth

March 2026

In this video, Eileen Kelly, a former professional golfer turned financial advisor at Aspira Wealth, explains her strategic approach to wealth management. She emphasizes that whether on the golf course or in financial planning, success is a result of meticulous preparation, clear goal-setting, and forward-thinking strategy rather than reactive decision-making.

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Home Page - Latest From Team - Generation to Generation

From Generation to Generation

EP #10: Blockchain, Crypto and Stablecoins – Danger or Opportunity? With Michael King and Andreas Park

This episode explores the evolving role of cryptocurrencies and blockchain in our world. Host Chris Raper speaks with Dr. Michael King, Associate Professor at the Gustavson School of Business and author of FinTech: A Primer on Technology in Financial Services, and Dr. Andreas Park, Professor of Finance at the University of Toronto’s Rotman School of Management. Together, they debate whether crypto is a revolutionary force or a risky experiment, touching on Bitcoin, Ethereum, stablecoins, and even gold-backed tokens.

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Home Page - Latest From Team - Quarterly Compass

Quarterly Compass

The Quarterly Compass - Q1 2026

The first quarter of 2026 was particularly challenging, due to renewed confusion around U.S. trade policy, escalation of conflict in Middle East, and private credit crisis on top. Equity markets proved more resilient than sentiment alone would suggest. Aspira portfolios were helped by diversified positioning, including lower relative exposure to U.S. equities, higher allocation to commodity producers, and selective exposure in other sectors. While short-term outcomes are never the focus of our investment process, portfolio construction emphasized resilience during periods of stress.

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Home Page - Latest From Team - Special Market Dispatch

Special Market Dispatch

Navigating the Middle East Crisis with Discipline and Perspective - March 2026

It is 3:00 AM Monday morning here in Mallorca as I write (Sunday evening in North America), having just arrived with my Old Guys Ride Every Saturday cycling group for a week of riding. Given current events, the pedal power may be a blessing - fuel prices across Europe are set to surge meaningfully this week as geopolitical tensions escalate.

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Home Page - Latest From Team - Investment Marathon

Investment Marathon

Market Positioning and How We Define Risk (#17)

We’re keeping U.S. equity exposure, especially tech, below normal while leaning more into precious and industrial metals based on valuations and global trends. We view risk as falling short of long‑term goals, losing purchasing power, or reacting poorly during uncertainty, not short‑term market swings. Aspira continues to invest steadily through volatility while strengthening its team and culture, highlighted by recent milestones and our Ottawa team‑building event.

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