October 2026 Portfolio Construction
Read the October 2026 Portfolio Construction note on the AI investment cycle, equity markets, divers...
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 takes pride in his work – he’ll give us advice that serves our best interests ahead of his – every time.
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.
I have absolute confidence in Steve. He manages everything for us…He’s looked after me the way I want.
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 is honest… and that is why I recommended him to my friends. I am sure he will do a great job for them.
For all the times you go the ‘extra mile’ for me, I am truly grateful.
Steve has come up with some really ingenious ideas for us – I am always happy to hear his solutions!
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.
Read the October 2026 Portfolio Construction note on the AI investment cycle, equity markets, divers...
One salary can make an early retirement look comfortable. The more important test is what happens wh...
Read the October 2026 Market Commentary covering U.S. monetary policy, Canadian inflation, artificia...
A successful stock can become a large retirement exposure. Comparing sale costs, remaining company r...
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