Retirement Surplus Planning
For households that have saved well, the challenge is not always avoiding a shortfall. It may be dec...
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.
Remy always listens very carefully to what I have to say, and asks the right the questions.
Steve is incredibly energetic. Combined with his financial knowledge and attention to detail, I feel really confident about my financial position.
The level of service provided by Steve and his team is excellent.
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.
For all the times you go the ‘extra mile’ for me, I am truly grateful.
Steve is an expert. He has an always amazing – and impressive… knowledge of tax and investment strategies.
I have absolute confidence in Steve. He manages everything for us…He’s looked after me the way I want.
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.
Steve has come up with some really ingenious ideas for us – I am always happy to hear his solutions!
For households that have saved well, the challenge is not always avoiding a shortfall. It may be dec...
Read the July 2026 Portfolio Construction note on Canada's economic outlook, trade diversification,...
Read the July 2026 Market Commentary covering Canada's technical recession, per capita output, the U...
The years after work but before CPP, OAS, and RRIF minimums fully stack together can offer valuable...
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