It’s been a pleasure to be your client. I found that you listened carefully to our financial hopes and risk tolerance. Beyond the financial, you have been interested in our holistic well-being and how you, in your financial capacity, can assist us. You have managed our funds well.
“We feel very confident in Assante and their systems and processes. Jared Neufeldt is a conscientious professional advisor that ensures our investments are being managed as though they were his own.”
Ben & Willie Hoogendoorn
“We have absolutely loved working with Jared over the years. We’ve deeply appreciated his personal care and interest in the life of our family. He and Diane have made visiting the office and easy and enjoyable experience, even with our little ones. Jared is easy to talk to, transparent, provides us with great information, and has been accessible to us when we’ve needed him. We also really value his patience with us as we have slowly been educating ourselves in the financial realm of our lives. Perhaps most of all, we really treasure the calm and steady approach that Jared and Diane bring to an area of life that has the potential to be filled with much anxiety. We cannot recommend them enough!”
David & Kendra Gubbins
When I moved to Abbotsford BC , I began the search for a trusted Financial Advisor. I found that person at Assante Wealth Management. Jared Neufeldt has gone beyond spending the necessary time to determine my particular needs and then doing the due diligence to customize my plan. He proactively continues to serve my needs and monitors my account regularly. I trust and follow Jareds advice regularly. Jared has become my personal friend. Jared makes me feel like he values me as a person even more than the SALE.
Erwin Krause
My wife and myself have been clients of Jared for many years. We’ve appreciated his professionalism along with his friendly demeanor, which makes him very approachable. This is of importance to us as we are not strongly skilled in the area of investing and financial planning, so we value his willingness to educate and equip us with the knowledge we need to make our financial decisions.
Even though the ups and downs of investing and life’s uncertainties can be challenging, it’s reassuring to know someone like Jared who can help us navigate those times. As we approach our retirement years we know we will continue to rely on his assistance to lay out a plan that will help us prepare for the future and for that we are grateful.
Vic & Sandy Schellenberg
it’s nice to have an opportunity to confirm our positive experiences with Jared Neufeldt at Assante Wealth Management. We have been clients of Assante since 2000. Jared guided us towards retirement with sound recommendations and adjustments to our accounts along the way. We reached our financial goals some years ago and continue to reap the benefits of Jared’s diligence and sound advice to this day. Jared is not prone to knee-jerk reactions to adverse events and conditions. However, on quite a regular schedule we have consultations in order to fine tune our portfolios as required. Jared has been our financial advisor since 2009 and we are pleased with his performance.
Gordie & Merry Wiens
Jared has been our financial advisor since May 2016. Each time we meet with him we feel strengthened in our resolve to stay the course. Jared is caring, attentive, and professional. He knows our life is more than finances. He genuinely cares about our family and work challenges. He responds to emails quickly and patiently explains complicated facts in layman’s terms. I would recommend Jared to anyone who wants to be well taken care of in their financial planning.
Gordon & Denise Nickel
Jared has been our financial advisor for a number of years. He has provided wise advise for us in our retirement years. He is not a high pressure salesman, and encourages us to invest in ways that we are comfortable with. He is honest, trustworthy, and down to earth, willing to answer any questions we might have in a thorough manner. We would highly recommend him to anyone who is looking for a financial advisor.
Jake & Donna Stelpstra
I want to express my appreciation to you both for your very positive attention to my financial security which also involves my mental well being as well. Diane you completed my tax return very quickly and accurately and you are so nice to work with. I have paid my tax bill and can relax. Jared you have kept me informed of the factors affecting the security of my income and I feel very secure. I enjoyed the webinars that you and Assante put on. Nothing relieves anxiety like knowledge and understanding. To be honest though, I didn’t really experience much anxiety because I have felt good about the Evolution plan since you signed me up for it. The webinars just reinforced my belief that the Assante team of professionals considers the best interests of all their clients and advisor teams in their day to day work and decisions. It is clear that you all strive for excellence and recognize that perfection is not attainable. We can’t ask for better than that.
Jim Ayers
I have had my financial portfolio with Jared for the past five years, and with Assante since the Abbotsford office was founded. Jared has been amazing to work with both professionally and personally. He has taken the tine to know me and my family, and guided my financial planning with professional wisdom and personal caring. My portfolio has performed well in good times and throughout the challenging times. Jared and his team have provided comprehensive service for financial planning, retirement planning, budgeting, tax management and estate planning. I have great confidence and appreciation for Jared and his team and am grateful for the opportunity to have him guide my financial planning and portfolio management..
Joy Hall
We have been working with Jared for many years (not sure of the number?) regarding our investments and personal financial planning. Jared has been a most incredibly warm, personal, intelligent, efficient and wise adviser. He always takes the time to catch up with us regarding our family and personal situations first, then explains thoroughly what we are needing to look at or know about our finances, and keeps us up to date efficiently, ongoing. We couldn’t ask for a more caring, reliable, upstanding, and intelligent person to work with!
Maurice & Cindy Rozek
We became clients with Assante shortly after they were recommended to us by good friends over a decade ago. Since taking over our portfolio, Jared has gotten to know us personally. It’s clear that he cares about our overall wellbeing and not just our finances. As our financial adviser Jared inspires complete confidence and security. He always takes the time to answer any questions that we might have, and his care and up-to-date expertise create a trust that we highly value. We recommend him and his services wholeheartedly.