Our Team

Andrew Lee, CFP, CLU

President
Certified Financial Planner

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Andrew Lee
President, Certified Financial Planner

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.

Jillian Brockman

Associate Advisor

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Jillian Brockman
Associate Advisor

Choosing to work for Aspire was an easy decision. I feel privileged to work alongside a team of experienced advisors with integrity who always put their clients first. Originally from White Rock, B.C., I moved to Edmonton to attend the University of Alberta where I graduated with a Bachelor of Science Degree in Food and Nutrition.

After spending a few years working in Quality Assurance for a local food manufacturer, I felt drawn to a career with a greater opportunity to make a lasting impact within the community. This led me to transition to the financial services industry and ignited my passion for helping people. I strive to help each of my clients achieve their goals so they can live the quality of life that they desire. It’s never too early to start planning for retirement and I’m a firm believer in paying yourself first.

In addition to crunching numbers, I am an avid poetry reader, aspiring author and hobby chef. When I’m not at the office, I can be found exploring the River Valley, experimenting with new recipes, or picking up heavy things at the gym.

Danielle Mantai

Executive Assistant

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Danielle Mantai
Executive Assistant
Elly Fayad

Associate Advisor

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Elly Fayad
Associate Advisor

I WILL:

ALWAYS LISTEN
CONSTANTLY LEARN
OCCASSIONALLY CHALLENGE
FREQUENTLY ADVISE!

My focus is working with people who desire a secure financial future well into retirement.

My objective is to help you realize that with proper planning ,your unique financial goals are within reach!

The best part about being a Financial Advisor is helping clients achieve their goals. I am dedicated to working with clients long-term and believe in a personalized approach based on your priorities. My focus is to provide you with objective advice and to help prioritize all your options so we can develop a comprehensive strategy.

Effectively communicate to develop, foster and grow customer relationships for success of clients and company needs in a timely manner. Stellar ability to work in an environment where performance goals are measured and tracked. Actively participate in internal and external community events to give back to our community.

  • Develop and, build internal and external contacts to drive growth and profitability.
  • Prospecting and external marketing to referral partners
  • Contact, develop and build customer relationships with new clients, identified from market data or other referral sources.
  • Analyze client files for opportunities to maximize business, build and maintain existing relationships.
  • Providing quality advice to my clients on investment strategies, your life insurance solutions, deposit products, and investments whether short term or well into retirement.
  • Understanding client short and long term goals and providing quality advice on how to reach those goals
  • Maintain a high quality financial portfolio, ensuring investment decisions and recommendations are in accordance with sound principles and are in accordance with policies and procedures.
  • Maintain current knowledge of financial markets

I am committed to continually updating my financial knowledge.

Ted Thompson

Associate Advisor

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Ted Thompson
Associate Advisor
Mark Zeltserman, CFP

Associate Advisor
Certified Financial Planner

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Mark Zeltserman, CFP
Associate Advisor
Doug Bremness

Associate Advisor

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Doug Bremness
Associate Advisor
Daniel Lee, B.Comm, CFP

Founding Partner
Certified Financial Planner

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Daniel Lee, B.Comm, CFP
Founding Partner, Certified Financial Planner

Whether you’re just starting out, purchasing a first home, selling your business or looking to retire, I’m here to help you make the best decisions with your money.

After graduating from the University of Alberta with a Bachelor of Commerce in Economics and Law, I pursued my passion for investing and started a career in Financial Planning. I believe in continually improving my knowledge through education, so I have also completed the Certified Financial Planner® designation.

I’m a proponent of long-term value investing. This strategy is simple yet effective. Warren Buffett says it best, “I will tell you how to become rich. Close the doors. Be fearful when others are greedy. Be greedy when others are fearful.” This reflects my investment style that translates into continuous success for my clients through volatile markets.

Staying on top of current trends and investing fundamentals is what keeps my motor running as a Financial Advisor. My latest book picks that keep me informed are “Skin in the Game” by Nassim Nicholas Taleb and “The Intelligent Investor” by Benjamin Graham.

Outside of finance, I enjoy spending time with my wife and two sons, especially traveling. You can also catch me taking our chocolate lab for walks or doing wood carving.