Karasick & Associates - IG Private Wealth Management
5/5
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based on 8 reviews
Contact Karasick & Associates - IG Private Wealth Management
| Address : | 2121 152 St #220, Surrey, BC V4A 4P1, Canada |
| Phone : | ๐ + |
| Website : | http://karasickprivatewealth.com/ |
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| City : | A |
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val cosariu on Google
โ โ โ โ โ Great customer service, Ryan always takes the time to look after me and answer my questions. He employs a collaborative approach when recommending suitable strategies to reduce taxes and increase savings for retirement. As an example, last year we used a RSP loan strategy which maximized my tax refund. I highly recommend to give them a call if you want unbiased advice.
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june teigen on Google
โ โ โ โ โ Lyle and his team have been my advisers for over twenty years. In this complicated world, my retirement is secure because of the advice and guidance they provide. The written financial plan which we regularly review, shows me where I stand today, tomorrow, and ultimately what will pass to the next generation. It is always a pleasure to see them.
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Diane Moore on Google
โ โ โ โ โ I have been a client for nearly 30 years, and have experienced what occurs when you take the advice and guidance of professionals. My retirement is secure. Lyle and his team are always looking out for my best interests, and have felt like family. I would highly recommend them for anyone that wants a clear picture of their retirement.
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Clarence Chee on Google
โ โ โ โ โ Ryan at Karasick & Associates has managed my finances for many years, and I am extremely pleased with the services I am receiving. He has put a plan together so that I can understand the big picture around my finances. From tax planning to investments and risk management their team approach is extremely comprehensive.
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Patrick Prade on Google
โ โ โ โ โ The personalized and attentive service provided by Ryan Murray has been exceptional. He's taken the time to educate my wife and I about financial planning, investments and life insurance. We now feel so comfortable and excited about our investments. While there are highs and lows, it's clear that the long term benefits of having a plan, namely a plan we are comfortable with has been priceless. I'd recommend Ryan and the Karasick & Associates group to anyone!
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Murray Isbister on Google
โ โ โ โ โ For over 25 years it has been my privilege to know Lyle Karasick. What started out as a simple $100.00 a month investment, so many years ago, has now developed into a financial security that would not have been possible without his guidance. Over the past few years the world has experienced volatility in the markets, which can make even the most seasoned investor somewhat nervous, but Lyle has always provided me with the very best advice in financial planning. Lyle and his team have always been there for me. When my wife Sandy lost her battle with Cancer, Lyle was more than just a financial advisor, he was a very dear friend. His first words to me - "Everything has been looked after" - reassurance that I will never forget. It is a pleasure for me to be associated with his team. There are many in the financial world - but there are very few individuals like Lyle Karasick.
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Linda Blake on Google
โ โ โ โ โ My husband and I have been clients of Karasick and Associates for over twenty years. Although our initial motivation for financial planning was for our eventual retirement, Lyle and Aaron helped us to plan for eventualities we hadn't even considered, including how to best help our children finance their post-secondary educations. Lyle and his team took the time to get to know us and our comfort zones surrounding strategies for financial management. Their expertise and patience gave us the confidence to trust in the strategies they proposed as we worked toward our retirement goals. I am thrilled that my husband and I were able to retire while we are still young enough to enjoy the fruits of our labour and the sound advice provided by Lyle and Aaron. We never could have retired when we did without them. The addition of Ryan Murray to the team has added a new generation of knowledgeable expertise and it is with confidence that we have referred our adult children to Karasick and Associates in order that they too can make sound financial decisions. We highly recommend Lyle and his team and are grateful to have them on our side.
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Leanne Hosler on Google
โ โ โ โ โ The team at Karasick & Associates have been incredible in assisting us in the next chapter of our lives! We sold our business, our home, our recreational property and then retired! Their knowledge of tax implications in doing all of this was amazing. They even brought in an expert to review our financials that in turn will save us SO much money, both now and in the future. We are very thankful to have met this team of professionals.....they are a knowledgeable, kind, attentive group and are truly there to help you with your financial planning, every step of the way!
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