About Ashley
Investment Fund Specialist and Personal Financial Planner
Ashley Goertzen
403-970-0887
I am an Investment Fund Specialist and Personal Financial Planner with more than 18 years of experience in the financial services industry.
Since beginning my career in 2008, I have been driven to deliver high-quality and transparent investment solutions that help clients achieve both financial and life goals.
Over the years, I have built lasting relationships with individuals and families who trust me to help grow and protect their wealth. In recent months I have acquired my Wealth Management Essentials (WME) designation and a Certificate in Advanced Financial Advice (CAFA). I am continually expanding my expertise to ensure clients receive thoughtful and forward-looking strategies tailored to their needs.
What truly motivates me is seeing clients succeed; I love watching their confidence grow and their goals become reality. I take pride in being more than just an advisor. I am a long-term partner and advocate for financial well-being.
Outside of the office, I cherish spending time with my daughter Jessica and spouse Devin. We like exploring Fish Creek Park and frequenting local playgrounds and splash parks. I enjoy fitness activities including yoga, hiking, cycling, and exploring Calgary’s natural beauty. Future trips I am dreaming about: Grenada! We will be visiting November 2026.
