For over 25 years it has been my privilege to know Lyle Karasick. What started out as a simple $100.00 a month investment, so many years ago, has now developed into a financial security that would not have been possible without his guidance. Over the past few years the world has experienced volatility in the markets, which can make even the most seasoned investor somewhat nervous, but Lyle has always provided me with the very best advice in financial planning. Lyle and his team have always been there for me. When my wife Sandy lost her battle with Cancer, Lyle was more than just a financial advisor, he was a very dear friend. His first words to me - "Everything has been looked after" - reassurance that I will never forget. It is a pleasure for me to be associated with his team. There are many in the financial world - but there are very few individuals like Lyle Karasick.
I truly appreciate the updates that you send. They are always informative and provide a bit of a rudder in these times with all of the hype in the news and the volatility of the market. I also appreciate your availability and willingness to discuss concerns. This was especially vital when after meeting with you recently I realized that I had made an error on my tax return regarding my investment. This made a huge difference and I may not have otherwise noticed the mistake. Thanks again for the encouragement and information during these times.
We have been clients at Investors Group for many years, following other family members who were also long standing Investors Group clients. You have been very professional ensuring our portfolios were based upon our long-term retirement needs. We have been treated with respect and dignity and customer service has always been one of your priorities. You have always gone the extra mile to ensure our requests were dealt with in a courteous and timely manner.
I lost my husband some years ago and was left raising 3 young boys. Lyle was instrumental in establishing everything needed to assure our financial wellbeing. I am so thankful to him that steps were taken during my husband’s illness to do the life planning which continues to this day. Lyle’s experience has provided a high level of financial security for us… and he does it in a way that is always sensitive to one’s emotions. He has a wonderful way of explaining complex strategies in an easy to understand manner. We are very grateful he continues to oversee our finances.
Lyle makes investing easy to understand and he is always there to answer any questions or concerns that may arise. He truly cares about clients and it shows. Lyle is more than just our financial advisor, he has become a respected advisor and friend.
It’s great to have highly skilled financial professionals looking after our business interests. Lyle and his team have been highly beneficial in helping us improve not only our business model but our personal planning as well.
Lyle has been my financial advisor for the last 20 years and I couldn't be happier. Thanks to Lyle and his team, my investment portfolio has flourished and my retirement fund is beyond what I ever imagined possible.
Choosing a financial advisor isn't always easy. Most financial advisors are only in it for the short-term, so you really have to be careful whom you choose. With Lyle, I am confident that I made the right decision.
Lyle’s financial planning advice has helped our profitability more than double since I became a client. I consider him a vital contributor in our business' success.
I feel more secure. I feel like someone is looking out for my welfare. Lyle’s financial planning worked out a plan that accounts for my age, goals and most of all, my comfort level. It’s been right on track.