As an Associate Wealth Advisor and member of the Investment Strategy Group at Schmidt Family Office™, Ashna brings over two decades of specialized experience in investment management and wealth planning. She plays a pivotal role in designing and implementing customized wealth strategies that reflect each family’s unique financial goals, values, and long-term vision. Ashna is dedicated to building enduring client relationships, serving as a trusted partner in helping families preserve, grow, and transition wealth across generations.
Industry Experience
With over two decades of experience spanning across wealth management, retail banking, management, and both residential and commercial lending, Ashna brings a comprehensive perspective to the team.
Designations & Degrees
Ashna holds a Bachelor of Applied Business Degree in Finance from NAIT. She also holds the Chartered Investment Manager (CIM®), Certified Financial Planner®, and Trust and Estate Practitioner (TEP) designations. Ashna is committed to continuous professional development, believing that excellence in wealth management is achieved through both technical mastery and lifelong learning.
Outside of the Office
Outside of work, Ashna thrives on spending meaningful time with family and friends. Life became even more exciting in December 2023, when she and her husband welcomed their daughter, whose energy and curiosity keep them on their toes. Ashna is also an avid explorer, whether traveling to new destinations or uncovering the best local spots in Edmonton. Always eager for new adventures, she loves discovering unique experiences and hidden gems in her city and beyond.
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