Our Clients

Professionals & Business Owners

ready for next stage planning.

Being self-employed, are you seeking help to navigate the complexities of proprietorship and the additional planning required to set yourself up for financial success throughout all stages of your life?

  • Are you making the most of your holding company for investment purposes?
  • Are you wondering how to best position your assets in retirement without a pension?
  • You’ve never had to manage your personal cash flow too closely, how do you start now?
  • Is it almost time to sell your business yet you have no idea what to do with the proceeds?
  • Are you unclear whether your business sale proceeds will be enough to sustain your retirement goals?

We help our professional and business owner clients navigate:

  • Tax efficient income planning
  • Corporate investment planning
  • Business acquisition and sale
  • Succession planning
  • Legacy and estate objectives
  • Individual and corporate risk management

Words from our Clients

We work with some really great clients and are equally thrilled and humbled by their feedback. See more client testimonials.

“I have employed the services of financial consultants for nearly forty years. None have come close to equaling the performance of the Schmidt & Associates team. As a client I have been guided, protected and informed by Ron’s attention to detail, honesty, warmth, intelligence, experience, and strategic approach. He demonstrates infinite patience in every interaction, always educating and never rushing. The team is welcoming and professional, extending assistance generously and extensively. As exceptional as this seems, it truly is their standard”

Lisa – Client since 2015

“Over the past 3 decades Ron has expertly guided us with all our financial planning.”

Chris & Claire – Clients Since 1993

Almost 20 years ago, we realized we were so busy running our business that we could not properly look after our own investments. Our accountant suggested we see Ron Schmidt at Assante and the rest is history. We continue to meet with Ron and/or the team often and always feel we are being heard and understood. We never feel rushed and can take as long as we need to discuss suggested changes or adjustments to our current scenario. They take great care in looking after us and we would not hesitate to recommend Schmidt & Associates to anyone we know.

C. and H. – Clients since 2001

Get excited about retirement planning.

Let us give you peace of mind knowing that you're heading towards a retirement you've only dreamed of.