Reviews - Sana Family Office
"Thank you Josh, John, and your team for taking great care of me and my investments. You give me peace of mind."
- Elaine Apel
"It is so comforting to know that I can turn to John and get good advice and clarification."
- Maureen Connolly
- Willy Grieve
- Rene & Theresa Trinidad
- Jane Fee
"I learned the term Assante Sana in Kenya last year, and I can tell you I was sincerely grateful to be there. I’m not sure I would have been there without all the support and wonderful advice from John’s team!
You do so much helping us make smart financial decisions and sending us lots of information and even a lovely Christmas Card as well as a calendar which is hung above my desk as I type.
Thank you so much John! I love the special touch of noting the days when Jack and I become noticeably older!! Seriously, it is very kind and I apologize for not thanking you earlier.
Please know we are really grateful because I really wouldn't know where to start if we had to do this on our own.
Please extend my thanks to everyone in the office, you are all wonderful."
- Terry-Lynn Stone
“We first came to Assante in 2008 which wasn’t a good time financially, but we’re happy we stayed because it’s been a nice experience for us.
“To me, personally, doesn’t really matter what happens because I know Assante will take care of us. They’ll do what is best for our money and our family. That’s what I believe.”
- Pete & Zony De La Paz
Thank you so much for your guidance and support while helping my mother and I through a transitionary period. Your team is worth its weight in gold! Laura’s mom, Billie, is 84 and was living on her own about 75km from Laura. In January 2017 she was diagnosed with dementia, and it became pressing that she move closer to Laura. We did a financial snapshot with multiple scenarios, showing different costs of care as well as different income levels to give them comfort that Billie would be able to afford any care she would need in the coming years. The end result was peace of mind.
- Laura Bailey