Clients work with us for different reasons. Some choose us for our investment knowledge that comes from years of experience and extensive education. Others appreciate our attentiveness to their needs whenever they arise. Here are a few examples of why clients trust us as their wealth management partner, and of the solutions we have developed for them.
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!
My husband and I have been clients of Karasick & 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 & 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.
Lyle has been my financial advisor for the last 20 years and I couldn't be happier. Thanks to Lyle and his team, my investment portfolio has flourished and my retirement fund is beyond what I ever imagined possible.
It’s great to have highly skilled financial professionals looking after our business interests. Lyle and his team have been highly beneficial in helping us improve not only our business model but our personal planning as well.
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," provided 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.