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. With more than 17 years of experience in wealth management, she takes a thoughtful and personal approach to helping clients navigate every stage of their financial journey.

Amanda has a genuine passion for client education and believes the best financial decisions are made when clients understand the reasoning behind them. She takes the time to explain the opportunities, trade-offs, and potential consequences of each decision, helping clients make informed choices and feel confident about their financial future.

Away from work, Amanda enjoys spending time with her husband and not-so-little son, whether travelling, hiking, attending live theatre, or going to rock concerts. She also enjoys staying active in her home gym and is an avid Formula 1 fan who never misses a race weekend.

Kelly Rodgers Associate Investia Financial Services Inc.
Insurance Associate PPI Management Inc.

Kelly joined our team in 2026 as an Associate, working closely with Amanda to support clients and provide the personalized, relationship-focused service our practice is known for.

With previous experience in a fast-paced wealth management practice and post-secondary education in financial planning, Kelly brings a strong foundation in financial services and a genuine commitment to putting clients first.

Outside of the office, Kelly enjoys spending time with her partner, their Golden Retriever, River, and family and friends.

Christine Kokiw Licensed Assistant Investia Financial Services Inc.

Christine understands that great client service is about more than getting the paperwork right — although she is exceptionally good at that too. She joined our team in 2020 after many years of administrative experience in a busy accounting firm and has since become an integral part of our practice.

Over the years, Christine has built strong, trusted relationships with our clients and often serves as the first point of contact when they need an answer or a helping hand. She completed the Canadian Investment Funds Course and became a Licensed Assistant in 2023, further strengthening her ability to support our clients.

Outside of the office, Christine enjoys spending time with her husband, their two grown sons, and their Boxer, Buddy. She is also a long-time Formula 1 fan — and has a goal of eventually travelling the world to attend Grand Prix races in person.

Kay Crawford Legacy Partner Crawford Ashwood Financial

As a founding partner, Kay spent close to 30 years helping individuals and families achieve their financial goals through trusted advice, thoughtful planning, and lasting relationships.

Although Kay retired in 2021, she remains a familiar name around the office. Clients still ask about her during meetings, and we have the privilege of continuing to work with families she first welcomed to the practice more than 35 years ago. Those relationships, many now spanning generations, are a wonderful part of Kay’s legacy and continue to shape the relationship-focused practice we are today.

Our Network

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

Financial security starts here!

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