October 2026 Portfolio Construction
Read the October 2026 Portfolio Construction note on the AI investment cycle, equity markets, divers...
Discover how we take a complete approach to your wealth and help you achieve your financial goals.
Whether you are raising your family, approaching retirement, or growing your business, learn how we help clients with all aspects of their financial wealth. Through our comprehensive approach, we help Canadians with diverse needs through complete solutions.

We review every aspect of your financial situation to create solutions that work together to meet your financial goals.
We create tailored financial solutions for our clients across a broad range of financial products and services.
We bring over 100 years of combined experience in financial advisory, backed by a team of financial professionals.
Steve is incredibly energetic. Combined with his financial knowledge and attention to detail, I feel really confident about my financial position.
Remy always listens very carefully to what I have to say, and asks the right the questions.
Norma is always friendly and helpful – it’s good to know I can get through and have my questions answered.
As part of your responses you My husband Vivian and I have received exceptional service from our Financial Advisor, Asante Wealth Management and in particular, Remy Pattynama, who has been very attentive to our needs and guided us whenever we needed assistance.
The level of service provided by Steve and his team is excellent.
Steve is an expert. He has an always amazing – and impressive… knowledge of tax and investment strategies.
Steve has an eye for detail…thankfully. He caught some important fine print and saved us a lot of money.
For all the times you go the ‘extra mile’ for me, I am truly grateful.
Steve takes pride in his work – he’ll give us advice that serves our best interests ahead of his – every time.
Steve’s team – customer service and network of specialists in tax and legal matters – provide the knowledgeable and friendly service we want.
Read the October 2026 Portfolio Construction note on the AI investment cycle, equity markets, divers...
One salary can make an early retirement look comfortable. The more important test is what happens wh...
Read the October 2026 Market Commentary covering U.S. monetary policy, Canadian inflation, artificia...
A successful stock can become a large retirement exposure. Comparing sale costs, remaining company r...
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