Assiduity Financial Solutions Inc.
Job title: CPCA
Languages spoken: English
Area(s) served: British Columbia
Know your way forward
Whether you’re starting your business, developing your practice or considering stepping aside, We offer vision, know-how, plus industry-leading wealth and insurance solutions to business owners who need advice to manage complex financial situations.
Who we service
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Business owners general
Families
Incorporated professionals
Let's work together
For your long-term goals or your short-term needs, we will work with you to help discover the best strategy to meet your objectives. We’ll work together to understand your goals, prepare for the unexpected and take advantage of new opportunities – throughout your life.
We can help you meet your needs with a number of solutions. From a simple budget to complex strategies, we can help you build lifetime financial security by:
- Developing an approach that include RRSPs, TFSAs, or RESPs,
- Growing your investments through GICs, mutual funds or segregated funds,
- Protecting your family when the unexpected happens with term life, permanent life or universal life insurance,
- Converting your lifetime savings into retirement income when you’re ready to kick up your feet through annuity products, RRIFs or LIFs and
- Providing you with options for personal health, disability insurance or critical illness insurance.
You can benefit from our professional expertise and access to some of the industry’s leading insurance and investment products. We can help you build a financial approach customized to your needs.
Client testimonials
"I have been with Rauni and the Assiduity team for over 6 years and have been very pleased with the results. I feel that my money is safe, secure and growing! They are very friendly, efficient and accommodating."
- Ronda, Client since 2011
“I met Rauni years ago, to obtain life insurance, with my partner in our new restaurant venture. Rauni and I made a personal connection. Rauni was very professional and knew what she was talking about.
At the time, I had some money that my bank had invested for me, in their "Retirement Plan 55". Even I could see that I was on fast track to "Retirement Plan 95". I set up an appointment with Rauni (she was so accommodating) to meet and see if she could help me. Well, let me say, that was the best thing I ever did! I haven't looked back! I wish I could work as hard as Rauni has made my money work!
Now, it would be remiss of me to realize that without Rauni's support staff, Rauni would not be able to dedicate her one-on-one attention and time to my investments. The office staff are unique in that they are so cheerful and professional that every time I speak with one of them, I always come away happier and can be assured that my questions are answered or any requests I have made, they will get the job done. How's that for service? Something that is sorely lacking in business today.
My recommendation to anyone looking to invest a few dollars, give Rauni Naud at Sun Life Financial a call! I'll give you the number. You won't be disappointed you did.”
- Carmen, Client since 2013
"I first met Rauni Naud over six years ago when she prepared a financial plan for me. Since then, she has thoughtfully managed and sustainably grown my portfolio to where I now feel that I will be comfortable in my retirement years.
Rauni is no ordinary financial advisor. She takes the time to get to know her clients to better tailor a plan that realistically meets their financial and lifestyle goals. She not only regularly reviews your file but is also readily available to meet in person or answer questions by phone. She truly enjoys and cares about the people she serves.
Her staff is likewise friendly and helpful. I would not hesitate to recommend Rauni at Sun Life Financial and Assiduity Financial Solutions Inc. to help you develop a plan to meet your financial and lifestyle goals."
- Linda, Client since 2015
I could not be happier with my experience at Sunlife in Castlegar. Rauni is very knowledgeable and helpful with making decisions and looking out for her clients best interests. My only regret is I should have given her my funds years before I did. I would highly recommend her to anyone looking for a financial advisor!
Products and services
Health insurance products
Life insurance products
Saving, budgeting and investing
Stay informed
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Some costs you may need to consider are:
- Legal fees
- Dividing your assets and debts
- The cost of shared custody of children
If you’re going through a divorce, it’s a good time to assess how this will affect your finances now and into the future. Let’s make a plan that you feel confident in.
Some costs you may need to consider are:
- Legal fees
- Dividing your assets and debts
- The cost of shared custody of children
If you’re going through a divorce, it’s a good time to assess how this will affect your finances now and into the future. Let’s make a plan that you feel confident in.
Key things to consider:
- Minimum annual withdrawals
- Tax implications
- Investment strategy adjustments
Let's chat about these upcoming changes and how we can navigate them together.
#RetirementPlanning #RRSP #RRIF
Key things to consider:
- Minimum annual withdrawals
- Tax implications
- Investment strategy adjustments
Let's chat about these upcoming changes and how we can navigate them together.
#RetirementPlanning #RRSP #RRIF
Get in touch today to discuss how you can protect your business.
Get in touch today to discuss how you can protect your business.
Office information
