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.
I feel that Remy really cares, and gives my portfolio the consideration and attention it needs.
For all the times you go the ‘extra mile’ for me, I am truly grateful.
Remy always listens very carefully to what I have to say, and asks the right the questions.
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.
Steve has come up with some really ingenious ideas for us – I am always happy to hear his solutions!
Steve is an expert. He has an always amazing – and impressive… knowledge of tax and investment strategies.
Remy created a financial plan that makes sense for me – and explained it so that I can understand what is happening with my finances.
Norma went beyond the call of duty by notifying me that she suspected that my email had been violated. If not for her, my monies might have been accessed. I will never forget that. Just another reason for me to be very happy with you and your staff… thank you for taking such good care of me.
I have absolute confidence in Steve. He manages everything for us…He’s looked after me the way I want.
I really don’t think Steve and his team could do any more. I feel completely confident and financially prepared for the future.
The final year before retirement is not just another salary year. It is a compressed planning window...
Many retirees expect taxes to ease once employment income stops. In practice, pensions, CPP, OAS, RR...
Read the June 2026 Market Commentary covering Canadian housing uncertainty, U.S. inflation pressures...
Retiring before CPP and OAS start can create a short period of unusually low taxable income. Used ca...
Schedule a Consultation at your convenience — meet virtually, or in-person.