GenEdge Financial | Assante Financial Management Ltd. - Duncan, British Columbia

Thanya Al-Saadoon

Thumbs up for GenEdge/Assante!
As a long time client of Claire's, I can easily say that she and her associates have deftly assisted me in managing my finances over the past several years. As a senior woman, this area is not one that I excel at on my own. Having Claire and her team's help allows me to sit back and relax, knowing that they've got my back.

Ulli Meng

I have received great financial advice and can relax in the knowledge that my investments are managed well by the professional team at Assante Financial Management Ltd.

Mike Palmer

My wife and I recently had the pleasure of working with Vista Wealth, a part of CI Assante, and we couldn't be more thrilled with our experience.

From the moment we met with Malinda Larsh, our dedicated financial planner, we knew we were in good hands. Malinda took the time to understand our financial goals and made valuable adjustments to our financial plan to align with our changing needs.

But that's just the beginning! Vista Wealth operates as a cohesive team, and we also had the opportunity to meet with Claire, who provided expert insights on our investments, and Gabriel, who ensured we had the right insurance coverage in place. It's truly a holistic approach to financial planning.

What sets Vista Wealth apart is the genuine care and support they offer. We felt like more than just clients; we felt like valued partners in our financial journey. Their dedication to our financial well-being is evident in every interaction.

If you're looking to take control of your financial future and want a team that goes above and beyond, we highly recommend reaching out to Vista Wealth. They've made a significant impact on our financial stability and peace of mind.

Thank you, Vista Wealth, for your professionalism, expertise, and the genuine sense of care you provide to your clients. We couldn't be happier with our decision to work with you

Tristan Mandur

I am really happy with my Critical Illness Insurance set up and I felt very comfortable in their office.

Koren Palmer

Malinda has been such a huge help for my husband and I in relation to our personal finances. Her approach is completely non-judgmental and supportive and she's a wealth of knowledge. Her strategy brain is impressive to say the least. She is so good at analyzing different scenarios and working with you to determine the best scenario for you and your comfort level.

Jennifer Bennett

I reached out to Malinda because I was struggling financially, I am happy to say it was a very good call, Malinda gave me really good advice and because of her I actually finally have a good start on savings something I never had due to my obsession with zero debt lol she taught me a bit about balance and has helped me with several things since then. I cannot wait till I have enough savings to work with her more and watch my money grow.

David McCauley

I have worked with Gabriel and the team for a few years and have found them great at understanding my financial goals and creating a clear customised plan to achieve them. Thank you!

Julie Salmon

Really happy with the service we received here from skilled and caring advisors.