Astrolabe Financial Group Inc.

I am happy to highly recommend Stevan and Astrolabe financial. I am very happy with the portfolio and retirement planning advice I have received. Stevan made seamless adjustments in portfolio suggestions as my risk tolerance evolved. He walked me through and provided additional information above and beyond to help raise my comfort level with unfamiliar asset classes.

I worked with Alex to help me feel confident that my husband and I could retire now. Alex took great effort to be sure he understood our retirement goals. He analyzed my corporate investments as well as my husband’s company pension, our RRSPs and TFSAs. Alex provided a strategy that will save us thousands of dollars a year, as well as secure reliable growth. We now know when to draw our CPP, OAS and RRSP and how to balance them with our pension and corporate dividend income. The attention, knowledge and resulting documentation exceeded my expectations. I recommend Alex and Astrolabe. I will be working with them more in the future to make sure we stay to our financial plan.

I received exceptional results and an immediately executable financial action plan from Ryan Kerr at Astrolabe. My wife and I can now move into our pre-retirement phase with confidence and ease of mind. We will be able to optimize our financial situation while avoiding paying high management fees on the investments in them. I highly recommend Ryan and Astrolabe for anyone who wants to take control of their finances.