How clients feel about our team...

"I have worked with Ian Jenner, of Jenner, Geisler & Associates for over fifteen years.  I have appreciated Ian's professionalism and openness in listening and answering any of my questions regarding financial matters and tax advice, whether I am at home in North Bay, or on vacation in Florida.  His partner, Jamie and staff have always been there for me and made me feel I am a valued and important client."                                                                                                             Robert Whitford - North Bay, ON.

"We have been customers of Assante for 20 years and for the last 11 have had Jamie Geisler managing our portfolio.  Jamie has always made us feel that he and Assante are full partners in our financial "journey" and has definitely earned the trust that we place in him.  We have always been very pleased with the advice that he has provided, his willingness to adapt to meet our changing needs and, his openness and accessibility.  Even though we live well over 2 hours from his office we know that he, and the entire office, are just a call away.  More than that, Jamie has been very accommodating in coming to visit us in our home versus having to travel to his office to meet.

We have been very pleased with the service that Jamie and Assante have provided and would readily recommend them to anyone."

Steve & Julie Clarke - Whitby, ON

"Recently we decided to enhance our life insurance policies. Trina Odd, from Assante Managment was extremely helpful in choosing the most appropriate life insurance policy for our needs. As we live in an semi isolated area and we travel south only twice a year, Trina was exceptionally accommodating by working around our travel schedule and arranging the required medical, for our policy, with very little advanced notice. In addition, she always demonstrated professionalism and patience as we discussed the policies over the phone and arranged to send the necessary paperwork via fax and mail. We would highly recommend Assante management to anyone who is considering purchasing or enhancing their life insurance."

Karen and Paul Spence - Moose Factory, ON

"Wade Perkins has been our financial advisor for the last 10 years. He worked closely with us as we made the transition to retirement with a view to making sure our financial needs would be met. He provided excellent advice during periods of economic decline and provided lots of suggestions to keep our investments within our comfort zone relative to risk".

"Wade Perkins has been an excellent source of advice concerning our investments as we entered retirement. As well, he recently provided excellent financial advice as we underwent the process of dealing with my father's estate, my father being another of Wade's clients. I would highly recommend Wade to anyone interested in seeking strategic financial advice and careful investment management. I believe he treats clients as though they are his main clients regardless of their financial status"

                                           Bob & Megan Griffiths - Parry Sound, ON

"My wife and I considered having the bank manage our investments. We had several meetings with the advisor and each time we had to take time from work and then wait our turn until the advisor was ready for us.

Wade Perkins makes time to meet with us when we have time. He understands our financial goals and is sensitive to our concerns. We are skeptical about the investment business by nature, but Wade has earned our trust and respect with his advice.

And what I really appreciate, but might not be appropriate here – When we talked to Wade about buying a sailboat, he warned about it not being the best investment vehicle, but probably a good way to achieve a part of our life’s ambition."

                                        Larry and Joanne Woolner - Parry Sound, ON

 

"Trina was very helpful to me when I needed financial guidance. I trusted her advice and analysis of my personal situation. I never felt like she was after a sale. She respected my decisions while providing me with various options to choose from. I really appreciated her discussions about advance planning in case of emergencies and helped me think about my insurance needs within my budget.  Thanks Trina!"

                                                            Terri MacDougall - Powassan, ON

Dear Tony, I would like to thank you and your staff for all the help that has been given to me over the past year. Your staff would give me the answers to all my questions and if they did not know the answers, they would get back to me. It was very comforting to know your office was always available to help me through the financial matters I faced. Thanks again to all of you.

— Linda Davis
Seguin, Ontario , April 29, 2014