The Aspire Philosophy
Achievement – Be the go-to resource for professionals looking for comprehensive long-term retirement strategies to support their life goals.
Focus – Stay connected to the Aspire values and their delivery, motivating Clients to stay on target and adjust with life changes.
Care – Have a team that always cares, be a support for Clients and take the time to listen.
Our team will work together with you and inspire you to rise above your expectations.
Aspire Financial Services Inc.
For professionals, business owners and families thinking about retirement, and those already retired, financial security is top of mind. And it should be. You may have challenges around tax minimization, or protecting your investments.
How do you protect your investments and make sure your family is secure? Aspire Financial Services Inc. is here to help. We have a reliable team focused on helping professionals just like you. We know your world. Thinking about retirement or living in it now? There are opportunities that can help you to get the freedom and security you aspire to achieve.
At Aspire, we understand the importance of achieving your goals, supporting your loved ones and embracing the life you deserve. That’s why we developed the Achiever Program™ to help you launch your vision into a reality.
Languages spoken: English
Phone: (204) 221-0495 x104
Email: denise.weretyk@sunlife.com
Address: 449 Provencher Boulevard,, Winnipeg, MB, R2J 0B8 Canada
Denise Weretyk
Denise has had a keen interest in financial planning since childhood. She remembers her parents motto "It's not so much about how much you make but how much you keep". Applying those same principals to Clients of Aspire Financial Services Inc., Denise enjoys working with professionals and business owners who are retirees or are thinking about retiring. She also appreciates helping singles, couples and families with their financial and retirement strategies.
As the founder of Aspire, Denise understands that for most, financial security is top of mind. This is why she created the unique Aspire process entitled the Achiever Program. The objective of the Achiever Program is to challenge and motivate professionals to launch their vision into a reality. Build your savings, protect your assets, and enjoy. Denise and her team care about Client needs. They're dedicated to taking the time to listen to Clients and help them achieve their goals.
Born and raised in Winnipeg, Denise graduated from University with a Marketing and Administration Degree. In 2004, Denise joined the financial services industry and proudly obtained her CERTIFIED FINANCIAL PLANNER® designation in 2015. Denise lives with her husband and daughter in Winnipeg. She loves Cross Training at the gym and spending time with her family.
Job Title: Financial Planner, Sun Life, CFP®
CLU®
Phone: 204-221-0495 x 104
Email: denise.weretyk@sunlife.com
Amanda Sousa
Amanda ensures Clients are serviced in an efficient and timely manner by managing schedules in the office. She oversees and carries through any issues to provide the highest level of support to Clients and the team.
With more than 10 years’ customer service experience, Amanda enjoys building a strong rapport with Clients. She’s passionate about helping Clients find peace of mind when it comes to their financial security.
Job Title: Advisor Assistant, Sun Life | Office Manager, Aspire Financial Services Inc.
Phone: 204-221-0495 x 103
Email: amanda.sousa@sunlife.com
Sunny Wong
Sunny Wong is a Financial Planner with over 15 years in the industry. He is a Certified Financial Planner (CFP®) professional and have the Personal Financial Planner(PFP®) designation. He combines his years of experience and education guide clients through every step of their financial journey, providing them with clarity, confidence, and a roadmap to achieve their financial goals. When he's not working, he finds pleasure in skiing in the winter and camping with his family in the summer.
Job Title: Associate Advisor, CFP®, PFP®
Languages spoken: Cantonese, Chinese, English, Mandarin
Phone: 204-221-0495 x102
Email: sunny.wong@sunlife.com
Caroline Nicholson
As a service associate at Aspire Financial, Caroline provides excellent Client support and ensures a seamless experience. Caroline works closely with Denise to manage Client files and complete all necessary documentation in a timely manner.
Her background in banking and investments is valuable in this role. Having spent years in those industries, Caroline has the experience to confidently guide Clients through various processes. Clients are at the heart of what she does. Her priority is addressing any needs promptly to foster strong relationships built on trust.
Her interest in finance began years ago when she took her first mutual funds course. Learning about world economies and investment strategies ignited her passion. She is continually learning so she can best support Clients as their needs and the market evolve.
She loves working outside in her yard coaxing tomatoes to grow in the summer and taking care of my yard and planter boxes. In the winter she enjoys her favourite shows and hanging out with her family.
Thi Xuan (Hannah) Nguyen
As an assistant at Aspire Financial, Hannah Nguyen plays a vital role in ensuring clients receive exceptional service and support. She schedules appointments and manages the calendar for Denise. Hannah is also the first point of contact for all client inquiries, ensuring communication is handled promptly and professionally.
With over 3 years of customer services in financial industry reflecting in the current position, it continuously helps me on building up my knowledge and expertise in the field of financial planning which is my passion. She was drawn to the industry by the interest of how understanding personal financial management is key to managing your money wisely and building a secure future.
Outside of work, she loves spending time with family and enjoy my hobbies of doing DIY gifts for friends.
Job Title: Service Associate
Languages spoken: English, Vietnamese
Phone: 204-221-0495 x101
Email: thi.xuan.nguyen@sunlife.com
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