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 honest… and that is why I recommended him to my friends. I am sure he will do a great job for them.
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 have absolute confidence in Steve. He manages everything for us…He’s looked after me the way I want.
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.
I really don’t think Steve and his team could do any more. I feel completely confident and financially prepared for the future.
Remy always listens very carefully to what I have to say, and asks the right the questions.
Remy created a financial plan that makes sense for me – and explained it so that I can understand what is happening with my finances.
For all the times you go the ‘extra mile’ for me, I am truly grateful.
Steve has an eye for detail…thankfully. He caught some important fine print and saved us a lot of money.
Millennials may have multiple financial goals, which means saving enough and figuring out how much t...
We invite you to attend our Wealth Matters webcast, providing timely investment and global market up...
Many young adults want to put money aside, but their cost of living prevents them from saving and...
By Munro Partners, Portfolio Sub-Sdvisors to certain funds offered and managed by CI Global Asset Ma...
Schedule a Consultation at your convenience — meet virtually, or in-person.