Ray Glicksohn

Ray Glicksohn

B.Comm, CFP
Senior Financial Planner
Assante Capital Management Ltd.

Ray’s client experience commitment focuses on more than just the numbers. While recognizing that the numbers are important – Ray listens for the underlying issues and then uses his experience, expertise and knowledge to collaborate with the clients to figure out the optimal solution that works for the clients unique needs.

Ray is committed to supporting each client in achieving the life that they envision for themselves. For this reason, he takes the time to really get to know his clients, their dreams, priorities and values. In an ongoing process that evolves as life unfolds, he works with them to create a functional roadmap to achieve their lifetime financial goals. His approach is action oriented, because he believes that the best plans are the ones that clients are committed to implementing.

In his practice, Ray strives to help his clients find the balance between being financially prepared for the future while still living fully in the present. Ray wants each client to feel that they have used their time well, making the contributions they want to make and experiencing aspects of life that are important to them.