Final Working Year Decisions Before Retirement
The final year before retirement is not just another salary year. It is a compressed planning window...
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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.
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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.
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 is honest… and that is why I recommended him to my friends. I am sure he will do a great job for them.
Steve has an eye for detail…thankfully. He caught some important fine print and saved us a lot of money.
I feel that Remy really cares, and gives my portfolio the consideration and attention it needs.
Steve is incredibly energetic. Combined with his financial knowledge and attention to detail, I feel really confident about my financial position.
Steve is an expert. He has an always amazing – and impressive… knowledge of tax and investment strategies.
Steve has come up with some really ingenious ideas for us – I am always happy to hear his solutions!
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...
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