Plan Your Financial Future with Expert Guidance
In today’s complex financial landscape, Path2Wealth is here to help you navigate the uncertainties and design a customized plan that aligns with your unique financial goals and aspirations.
Ethical and Fiduciary Responsibility
As fiduciaries, we are committed to upholding the highest ethical standards. Your financial interests are our top priority, and we are dedicated to offering unbiased advice that serves solely your best interests. You can rely on us to act with integrity and professionalism in every decision we make.
Why Is It Important To Plan?
When it comes to your personal or business finances, knowing your cash flow, if you are on track to your future lifestyle needs, what investment options you have, and if tragedy strikes will your family be ok, are what most clients are asking.
If you can relate to any of these items, you are not alone.
Comprehensive Financial Planning:
Building a secure and prosperous future begins with comprehensive financial planning. At Path2Wealth, we take a holistic approach to managing your finances, ensuring that every aspect of your financial life is strategically aligned with your long-term goals. Our expert guidance helps you navigate the complexities of financial planning, giving you the confidence and clarity to achieve lasting financial security.
Investment Management:
Investment management is a strategic process that focuses on building and overseeing a portfolio tailored to your financial goals, risk tolerance, and time horizon. At Path2Wealth, we leverage expert insights and in-depth market analysis to help you optimize returns while managing risk. Our goal is to ensure your assets grow steadily over time, providing you with a solid foundation for financial success.
Retirement Planning:
Retirement planning is a proactive approach to securing a comfortable and financially stable future. At Path2Wealth, we help you assess your current financial situation, set clear retirement goals, and develop a tailored strategy to accumulate the assets you need for the lifestyle you envision. Our expertise ensures that you’re well-prepared to enjoy your retirement years with peace of mind.
Estate Planning and Wealth Transfer:
Estate planning and wealth transfer are crucial for managing your legacy and ensuring that your assets are distributed according to your wishes. At Path2Wealth, we guide you through creating a comprehensive estate plan that addresses how your assets will be handled, including the preparation of wills, trusts, and power of attorney arrangements. Our expertise ensures that your wealth is transferred smoothly and according to your intentions, providing peace of mind for you and your loved ones.
Insurance Programs:
Path2Wealth helps clients navigate their insurance needs by offering personalized solutions that protect their financial future. Whether it’s life insurance, home insurance, or health insurance, Path2Wealth ensures our clients receive the right coverage tailored to their unique situations. With expert guidance, Path2Wealth simplifies the complexities of insurance, making it easier for clients to make informed decisions that safeguard their families, assets, and businesses.
Meet The Path2Wealth Team
John Aarssen
Stacey Aarssen
Todd Gillick
Here Are Some Commonly Asked Questions
What is the benefit of working with a financial advisor?
Working with a financial advisor offers numerous benefits. First and foremost, advisors provide expertise and guidance tailored to your unique financial situation and goals. They can help you create a comprehensive financial plan, optimize your investments, minimize taxes, and ensure you’re on track to achieve your financial objectives. Additionally, advisors offer peace of mind, knowing that you have a professional managing your financial affairs and helping you make informed decisions.
How do I choose the right financial advisor for my needs?
Choosing the right financial advisor is a critical decision. Start by assessing your own financial goals and preferences. Look for advisors with the appropriate qualifications and certifications, such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA). Consider their experience, specialization, and track record. It’s also important to have a consultation or interview to ensure their approach aligns with your values and objectives. Lastly, check for transparency in fees and compensation to avoid surprises.
Do I need a large portfolio to benefit from financial advisor services?
No, you don’t need a large portfolio to benefit from financial advisor services. Financial advisors can assist individuals at various stages of their financial journey, from those just starting to save to those with substantial assets. Advisors can help you create a financial plan, manage debt, set up an emergency fund, and make the most of your resources, regardless of your current wealth. Their goal is to help you improve your financial well-being and work towards your financial goals, whatever they may be.
Why Choose Path2Wealth?
Choosing Path2Wealth to manage your investments means entrusting your financial future to a team of experts dedicated to helping you achieve your goals. We understand that every investor’s situation is unique, which is why we take the time to get to know you, your risk tolerance, and your long-term objectives. With our personalized approach, we craft a tailored investment strategy that aligns with your specific needs, ensuring your portfolio is optimized for growth while carefully managing risk.
At Path2Wealth, we stay ahead of market trends and leverage cutting-edge tools and research to make informed decisions on your behalf. Our commitment to transparency and communication means you’re always in the loop, with regular updates and insights into how your investments are performing. At Path2Wealth, you gain a trusted partner who is as invested in your financial success as you are, providing you with the confidence to pursue your financial goals with peace of mind.
We Are Your "Path2Wealth"
Family, business and helping others is the driving force behind Stacey and John Aarssen. Both coming from family businesses, they know what it takes to run a successful business. Planning is an integral part of all aspects of personal and business financial growth. Spending 18 years in the financial service industry has given them a platform to ensure clients are given the best options available.
Our mission is to create financial peace of mind for individuals and business owners. We do this by educating, empowering and guiding you, throughout your financial life cycle.
Our Vision is to be the leader in wealth management services, systems, and solutions. Improving the financial wellbeing of individuals and businesses manifests into a better community, economy, and sustainability.
We do this because we see debt is growing per household, cash flow is out of control, small businesses are failing, and retirement goals are not being met.
With proper planning, debt can be reduced, cash flow can get under control, and financial goals can be met. The old saying “It takes a village to raise a child”, a similar statement can be used in the financial planning world. It takes a team to ensure goals are met, and strategies put in place. The team at Path2Wealth are here to ensure these plans are put in place.
Meet John Aarssen
As a financial planner, John empowers people to gain control of all aspects of their finances. Prior to his nineteen years in the financial service industry, John was an integral part of his family business for twenty-two years, during which he designed the process and procedures used to plan and measure efficiencies and created an organization that met the ISO 9001 standard. This experience, along with raising a family has provided John with the experience of the importance of business and personal financial planning. Today, he utilizes this experience and skill set to assist clients with cash flow and financial planning needs.
Located in London, Ontario area, John’s career in the financial services industry has been extensive and very rewarding. John brings this wealth of experience and knowledge to his role of financial planner. Educating his clients about the importance of a comprehensive financial plan and guides them through the KAIZEN Financial Planning Process™. With a client-focused financial plan in place, John works one on one with his clients to help them proactively achieve their goals. He is grateful for the trust his clients have placed in him and truly humbled to be considered their trusted advisor.
John is currently working on his Certified Financial Planner (CFP) designation.
He has been married for over 38 years to his beautiful wife and business partner, Stacey and has three adult daughters who have added three amazing men to the family. John enjoys his spare time, travelling to visit his grand daughters living in Germany and locally. Hiking and biking with his wife have always been a great way to spend time out of the office. Several years ago, he took up painting and has become an amazing artist. He has painted many art pieces for donation to some of his favourite charities. John is excited to have a great team at Path2Wealth to support him in providing the quality of financial advice and service that both his existing and future clients deserve.
Stacey Aarssen
Growing up in an entrepreneur family, Stacey learned that education and business support is important to planning your future. Her Dad’s retirement was his business and when that business didn’t survive the changes in the economy neither did his retirement plan. This integral part of Stacey’s past is a key factor to ensure her clients are educated with the options to create a successful outcome.
Stacey’s nineteen years as a financial advisor, and her 25 years working in the family business has led her to working specifically with business owners. She’s discovered that the years of 2020 and 2021 has changed the way many businesses operate. Employee retention and attraction is more important than ever. Having a health benefit solution that fits the company culture and keeps the bottom line in tack is a must, to stay competitive.
Stacey is a member of CGIB (Canadian Group Insurance Brokers) and helps many business owners with their employee benefits and life insurance needs, especially in the corporate space.
Stacey is married to her best friend and business partner John and together they have three beautiful daughters with families of their own. She spends her spare time travelling when she’s able to and loves biking and hiking. She loves sharing her life experiences with groups like Elizabeth Fry Toronto, to support women, who value her positive attitude and encouraging words.
Todd Gillick
Todd is an experienced financial services professional with more than 20 years of experience in the financial investment industry. He is known for his direct and personal leadership style, which focuses on seeing others succeed.
Todd is responsible for creating long-term value for his team and clients. He is also responsible for establishing and providing support to a high quality professional team of advisors focused on the client experience, as well as, developing strategic business relationships and investment opportunities.
Throughout his career, Todd has developed a strong network of industry professionals and business partners. He is known for his passion, industry knowledge and ability to strategically drive growth. He has held leadership roles at some of the fastest growing and leading financial investment companies in Canada.
Todd has a Bachelor of Administration Degree from Lakehead University. He also has continued his professional development throughout his career and is a member of numerous professional associations. Todd has also devoted time to many civic causes and community fundraising.
What Some Of Our Clients Are Saying About Path2Wealth?
“Path2Wealth helped me get a much clearer picture of my finances and retirement plans. They took the time to explain everything and answer all my questions, which made me feel a lot more comfortable about the decisions I was making.”
Michael T.
“I really appreciated how easy it was to talk things through with them. They helped me look at my investments and insurance and made it much easier to understand what I actually needed for the future.”
Karen L.
Financial Calculators
Please use the links below to answer questions you may have on some of life’s financial needs.
These calculators are provided by one of our retirement calculator providers (RazorPlan).
Please note you will be redirected you to their website.
If you have any questions, please feel free to contact us.
Let's Start Talking About Your Financial Future
Ready to schedule your appointment? Booking with us is easy and convenient. Simply complete the form to the right and I will reach out to you regarding your financial goals.
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