Testimonials

From first-time investors to seasoned business owners, our clients share their stories of financial transformation and success.

Hear From Our Satisfied Clients

Paul

Accountant

Since partnering with Kassa, my business has experienced significant growth. Their investmenRichard Rampersad has been my financial advisor for over 5 years now. He not only manages my immediate family investments but the investments for several of my clients and friends that I have referred to Richard to over the period since I have known him. During this time, I have gotten to know him quite well, and I can vouch for his abilities and professionalism. Richard Rampersad is a pleasure to work with because of his positive attitude, he provides sound advice in accordance with your long term investment objectives and risk tolerance, keeps you up to date on the performance of your investment portfolio, and recommends changes when necessary. I highly recommend Richard Rampersad for the management of all your personal and corporate investments.t strategies are top-notch, and the advice on tax planning has been invaluable. They made the complex world of finance feel simple.

Bridget

Marketing Manager

I met Richard Rampersad through a friend several years ago and I could not be happier! Not only is Richard an incredibly knowledgeable and astute financial advisor, he is also extremely kind, calm and more than generous with his time. There is never a time of day, or method of communication where I cannot reach out to him ... be in via email or phone. I bet I could even send a dove out carrying a note and HE.WOULD.REPLY! .. and most likely within an hour. Richard cares for his clients! I have 110% trust and confidence in his process and know that he will treat me in the same manner and with the same amount of respect he does his largest of customers. I recommend Richard wholeheartedly; let him take a look at your current situation and give you his thoughts. You will not be disappointed!

Giuliano

Corporate VP

I would like to take this opportunity to say thank you for all you have done for us. The transfer from Manulife to iA Private Wealth was transparent, seamless and flawless. Also your investment strategy has been very profitable so far. Trust it will continue on this trend. We are also pleased with your professionalism, approach and availability. My two sons and the people I have introduced you to are also very pleased with your services. I promise that I will continue giving your references to whoever is looking for a trustworthy financial advisor.

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