Rasmussen & Associates

Rasmussen & Associates Rasmussen & Associates Private Wealth Management with IG Wealth Management

Our comprehensive approach to gathering information about you, and about inevitable changes - in your circumstances, the markets, regulations and laws impacting the investment climate - ensures that you'll have a secure financial plan to meet your needs. You can trust that we will communicate clearly with your entire professional planning circle – legal counsel, accountants, other advisors – to cr

eate a stable, worry-free environment in your financial life. They have the expertise to guide you through your entire estate plan, wealth transfers from generation to generation, lifetime gifts, charitable giving, tax reduction, financial divorce planning, as well as corporate account management and multi-level planning. Regular, personalized reviews to rebalance your portfolio, consistent assessment of risk and your comfort level in the market, detailed lifelong planning; these are the practices that arise from genuine care and concern for your financial security and success. Anna-Marie Rasmussen, Executive Financial Consultant
Addie Shunock, Executive Assistant


Disclosure: https://www.investorsgroup.com/en/legal/disclaimers

Address

600-1631 Dickson Avenue
Kelowna, BC
V1Y0B5

Telephone

250-762-7548

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Our team has over 70 years of combined experience providing sound financial advice. Our comprehensive approach to gathering information about you, and about inevitable changes - in your circumstances, the markets, regulations and laws impacting the investment climate - ensures that you'll have a secure financial plan to meet your needs. You can trust that we will communicate clearly with your entire professional planning circle – legal counsel, accountants, other advisors – to create a stable, worry-free environment in your financial life. They have the expertise to guide you through your entire estate plan, wealth transfers from generation to generation, lifetime gifts, charitable giving, tax reduction, financial divorce planning, as well as corporate account management and multi-level planning. Regular, personalized reviews to rebalance your portfolio, consistent assessment of risk and your comfort level in the market, detailed lifelong planning; these are the practices that arise from genuine care and concern for your financial security and success. Anna-Marie Rasmussen, Senior Executive Financial Consultant Lisa Hoogendoorn, Associate Consultant Jason Dawes, Associate Consultant Addie Shunock, Executive Assistant Fiona Duggan, Executive Assistant Disclosure: https://www.investorsgroup.com/en/legal/disclaimers