Lump Sum or Monthly Pension
A pension commuted value can offer control and flexibility, but the right choice depends on what the...
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 created a financial plan that makes sense for me – and explained it so that I can understand what is happening with my finances.
I feel that Remy really cares, and gives my portfolio the consideration and attention it needs.
Steve’s team – customer service and network of specialists in tax and legal matters – provide the knowledgeable and friendly service we want.
The level of service provided by Steve and his team is excellent.
Norma is always friendly and helpful – it’s good to know I can get through and have my questions answered.
Steve takes pride in his work – he’ll give us advice that serves our best interests ahead of his – every time.
For all the times you go the ‘extra mile’ for me, I am truly grateful.
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.
I really don’t think Steve and his team could do any more. I feel completely confident and financially prepared for the future.
A pension commuted value can offer control and flexibility, but the right choice depends on what the...
The final five years before retirement are when a household should turn accumulated savings, pension...
A portfolio and a long-term projection are important parts of retirement planning, but neither repla...
A retirement cash reserve should reflect the spending your portfolio must fund, not an arbitrary per...
Schedule a Consultation at your convenience — meet virtually, or in-person.

