Who We Are

Our in-house team and external professional partners ensure that you are engaged with qualified people who truly care about your future.

Amanda Ashwood Financial Planner, QAFP® Investia Financial Services Inc.
Insurance Advisor PPI Management Inc.

Amanda is the owner and principal Financial Planner at Crawford Ashwood Financial / Investia Financial Services Inc. After more than 15 years in the financial services industry, and as a Qualified Associate Financial Planner™ (QAFP®), Amanda follows a disciplined and personal approach to see her clients through every part of their financial journey.

Amanda has a passion for helping her clients make the best and most informed choices they can when it comes to their financial success. Education is key to her meetings with clients, so they understand the advantages and consequences of their decisions.

Away from work, Amanda enjoys spending quality time with her husband and son, exploring the outdoors through hiking, cottaging, and traveling. As a self-proclaimed foodie, she loves finding local and seasonal ingredients and supporting local restaurants that do the same.

Christine Kokiw Licensed Assistant Investia Financial Services Inc.

Christine joined our team in 2020 as an Administrative Assistant and brings with her many years of administrative experience in a fast-paced accounting firm. Her depth of knowledge in that area of finance admin, and her commitment to superior client service makes her a valued addition to our team.

Committed to enhancing her education to best service our clients, Christine successfully completed the Canadian Investment Funds Course and became a Licensed Assistant in 2023.

Christine is the primary contact for all administrative inquiries, meeting scheduling, and ensures the efficient operation of the office and client service requests.

Kay Crawford Legacy Partner Crawford Ashwood Financial

For nearly 30 years, Kay helped individuals and families achieve their financial planning goals. She recognized that relationships of trust take time, good listening skills, and compassion. From this foundation, she provided high-quality recommendations and wealth management solutions that enhanced the quality of her clients’ lives.

After close to three decades of her rewarding career, Kay retired in March 2021 to pursue her other passions.

Sophie Moryoussef Insurance Specialist Nova Star Insurance Consultant Inc. & PPI Management Inc.

Sophie is our Insurance Specialist partner, providing our clients with innovative solutions to minimize tax liabilities and enhance their financial security. Sophie brings over 33 years of dynamic experience in the industry. With a solid foundation in Actuarial Sciences, she leverages her technical expertise to craft comprehensive insurance strategies tailored to our clients’ needs.

* Insurance products are offered through Sophie Moryouseff, Nova Star Insurance Consultant Inc. & PPI Management Inc., a national licensed insurance marketing organization that supports independent advisors with their business, and through multiple insurance companies.

Our Network

We work with a network of accomplished legal, accounting, and other professionals, to ensure every plan is comprehensive.

Financial security starts here!

Get In Touch With Us Today