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Relay Wealth Advisors - Assante Capital Management Ltd.
Financial Services
Victoria , BC 9 followers
Invest in a richer life.
About us
Relay Wealth Advisors is a multi-generational family team built on long lasting client relationships. We care for our clients like they're friends of the family and help them build confidently towards their financial future. We combine experience with fresh insights to provide reliable and collaborative solutions that empower clients to live their best lives. Dealer Disclosure: Material is provided for general information and is subject to change without notice. Every effort has been made to compile this material from reliable sources however no warranty can be made as to its accuracy or completeness. Commissions, trailing commissions, management fees, and expenses may all be associated with mutual fund investments. The indicated rates of return are the historical annual compounded total returns including changes in unit/share value and reinvestment of all distributions/dividends. They do not take into account sales, redemption, distribution or optional charges or income taxes payable by any security holder that would have reduced returns. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Please read the Fund Facts and consult a professional advisor for individual financial advice based on your personal circumstances before acting. The opinions expressed are those of the author and not necessarily those of Assante Capital Management Ltd. ACM is a member of the Canadian Investor Protection Fund and is registered with the Investment Industry Regulatory Organization of Canada. Insurance products and services are provided through Assante Estate and Insurance Services Inc. Please visit https://www.assante.com/legal or contact Assante at 1-800-268-3200 for information with respect to important legal and regulatory disclosures relating to this notice. To research the background, qualifications and disciplinary information on advisors at IIROC-regulated firms, please generate an IIROC AdvisorReport at www.iiroc.ca.
- Website
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www.relaywealthadvisors.com
External link for Relay Wealth Advisors - Assante Capital Management Ltd.
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Victoria , BC
- Type
- Privately Held
- Founded
- 1984
- Specialties
- Financial Planning, Estate Planning , Risk Management , Investment Advice and Strategies, and Insurance
Locations
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Primary
201 - 4430 Chatterton Way
Victoria , BC V8X5J2, CA
Employees at Relay Wealth Advisors - Assante Capital Management Ltd.
Updates
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https://lnkd.in/gnyAKhEE As we embark on a New Year its is helpful to reflect on the previous year and lessons learned. In our recent blog post we highlighted the below commentary on 2023 by David Booth, Founder and Chairman of Dimensional Fund Advisors. Our favourite quote: “I believe that the key to successful investing is to cultivate a long-term perspective, where you think in decades, not days.“
Many Happy Returns - Relay Wealth Advisors
https://relaywealthadvisors.com
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One of the most common questions we get asked is, "Will I have enough?". The financial calculator below can start answering this question and we encourage you to reach out to a financial advisor for further support. https://lnkd.in/gGrxadZr
Will the Money Last? | CI Global Asset Management
cifinancial.com
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Where is the happiest place on earth? You might have immediately thought “Disneyland” when reading that question, but let’s set aside their effective marketing for a moment; this place has fewer rides and less favourable weather...
Relay Wealth Advisors | Money and Happiness: Finland
https://relaywealthadvisors.com
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Relay Wealth Advisors is a family-based practice run by Rod Abbott and his children, Liam and Charlotte. Our multi-generational team combines experience with fresh insights to provide reliable and collaborative solutions that empower clients to live their best lives. https://lnkd.in/g4PG5gaA
Relay Wealth Advisors | Welcome to Relay
https://relaywealthadvisors.com