“It should be a pleasant experience to get your finances in order.”

Your time is too valuable to spend second-guessing your financial decisions.

You understand your finances, but your time is limited.

Coordinating the complexities that result from having a high income, running a business, tracking investments, tax sheltering corporate assets all while attempting to maximize your estates value is no easy task.

Wouldn’t it be nice to connect all your dots knowing that nothings been missed and works seemlessly together.

Don’t get bogged down over what to do, or fear you’ll make some catastrophic financial mistake that impacts the present, the future or the legacy you wish to leave your loved ones. Instead, become excited by the opportunities that lie ahead for both you and your family.

At Ashworth Capital, we partner with you to identify exactly what is working, what is not or quite possibly, missing all together.

With increased transparency comes increased awareness. With increased awareness comes better decisions made easy.

What Matters

  • A Vision

  • Growing Assets

  • Tax Sheltering

  • Legacy Maximized

  • Wills & Executors

Small Business Financial Consulting for Owners and Their Families

  • We approach the practice of small business financial consulting holistically, with the aim of providing you and your family greater peace of mind.

  • We deliver an accurate appraisal of your current financial situation by examining every minute detail. Measurable strengths and weaknesses become fully transparent.

  • We establish clear, long-term financial goals and a comprehensive plan to help reach each of them.

  • We serve as your financial guide so decisions going forward remain consistent with how you want things to play out over the long run.

  • We help free up both your time and mental capacity so you can focus on other things that are important to you in life.

  • Primary Objectives:

    • Become highly organized. Everything in its place. Eliminate financial clutter. Do 1st things 1st.

    • Keep things simple so it's easy to connect the dots.

    • Have the ability to make high quality long term financial decisions effortlessly.

    • End paralysis by analysis. It costs money and wastes of time.

  • We all think in pictures, not a bunch of text or spreadsheets with endless rows of numbers.

    At Ashworth Capital we provide an expanded visual experience.

    Complex financial solutions presented visually are easier to understand and implement.

    If, however, you wish to see data to the 5th decimal point, we can do that too.

  • You’re busy.

    High inflation, interest rates, financial markets, taxation, government policy, world issues, the list goes on.

    Things happen fast so it’s important to remain informed about economic change and how it will effect you.

    In other words, staying ahead of the curve.

    A regular 15 minute Zoom meeting with clients has become common place at Ashworth Capital and is something we strongly encourage.

    We love meeting clients in person as much as possible, however, online meetings are easy, highly effective and save time.

“I’ve had a great time making it but things have become so complicated, especially protecting my assets from taxes.”

J. Morin, Ottawa ON

Know Your Options

  1. Can you increase your retirement lifestyle if you wanted too ?

  2. Can you retire sooner or will you need to work longer given the state of the economy ?

  3. Can you reduce the amount of investment risk in your portfolio and still keep up with inflation ?

  4. Will you have enough money to fully fund your retirement plus leave a legacy for your kids some day ?

  5. Let’s find out together !

“The secret of all victory, lies in the organization of the non-obvious.” 

Marcus Aurelius