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.
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.
