Retirees
in their prime and legacy planning.
With your employment days officially behind you, are you seeking assurance that your nest egg is positioned effectively for retirement, and that you have enough sustainable income to align with your lifestyle?
- Are you concerned about market volatility affecting your retirement plan?
- Are you new to the Comox Valley and looking for someone locally to support you?
- Are you wondering how to most efficiently pass on wealth to the next generation?
- Do you or your spouse have long-term care needs that need to be planned for?
We help our retired clients navigate:
- Investing for long- term asset protection and growth
- Planning for inflation and rising expenses
- Retirement income planning
- Downsizing the family home
- The financial realities of losing a spouse
- Estate and legacy planning
Words from our Clients
We work with some really great clients and are equally thrilled and humbled by their feedback. See more client testimonials.
We have had the pleasure of dealing with Ron and his team for close to 20 years. Ron advises my husband and I, as well as two other generations of our family and several siblings. His team’s substantial in-house knowledge is increased with access to Assante’s impressive group of tax, estate and insurance specialists Ron’s expertise, efficiency and passion for his business and clients has made an invaluable impact on our entire family’s growth, preservation and transfer of wealth.
Dave and Jane – Clients since 1999
“Ron advises my husband and I, as well as two other generations of our family and several siblings.”
“In the mid-1990s as a young sales representative, Ron Schmidt called on me and my wife. In spite of his age (young back then, not so young now!) he has always been very knowledgeable and listened closely to our needs and interests. We started with a sizeable insurance policy and then moved into investments. Over the decades, Ron and his team continue to respond to our family’s changing needs with excellent advice and outstanding personal service.”
Norm – Client since 1990
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.