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Karasick & Associates - IG Private Wealth Management

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Surrey, Canada

karasickprivatewealth.com
Financial planner· Financial consultant· Investment service· Investment company· Tax consultant

Karasick & Associates - IG Private Wealth Management Reviews | Rating 5 out of 5 stars (5 reviews)

Karasick & Associates - IG Private Wealth Management is located in Surrey, Canada on 2121 152 St #220. Karasick & Associates - IG Private Wealth Management is rated 5 out of 5 in the category financial planner in Canada.

Address

2121 152 St #220

Phone

+1 6045415300

Amenities

Gender-neutral toiletsToilets

Accessibility

Wheelchair-accessible entranceWheelchair-accessible liftWheelchair-accessible toilet

Open hours

...
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Linda Blake

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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Patrick Prade

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

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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val cosariu

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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Brian Corbett

The team always looks after my best interests. I especially like that I always speak to a real person when I call. They know and understand my personal circumstances, and have taken this into account in my written financial plan.

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