Roger & Lori

Like many Canadians, Roger and Lori felt overwhelmed by the choices they faced as they approached retirement. When the prospect of commuting Roger’s pension came up, they realized they needed professional guidance from someone they could have complete confidence in to help them make the biggest decision of their lives. Then they found Assante advisor Wayne Ricard. With his financial planning expertise and the industry-leading resources available at Assante, Roger and Lori were taken through the various scenarios and outcomes so they could make the right decisions about their retirement. In the end, they fulfilled their life-long dream of opening Stone Garden Inn, bringing together their loves for hosting, gardening and coffee.

Looking back, Roger and Lori see how well Wayne anticipated their concerns, often before they even knew they had them, to effectively address any of their wealth or life planning needs. Their professional relationship with Wayne is unlike any they have experienced. Without Wayne and Assante, Lori and Roger know they would not be where they are today.