April 2026 Market Commentary
The first quarter of 2026 began on a positive note for investors, particularly in Canada, with the S...
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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.
Norma is always friendly and helpful – it’s good to know I can get through and have my questions answered.
Steve has come up with some really ingenious ideas for us – I am always happy to hear his solutions!
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.
Remy always listens very carefully to what I have to say, and asks the right the questions.
Steve is honest… and that is why I recommended him to my friends. I am sure he will do a great job for them.
I really don’t think Steve and his team could do any more. I feel completely confident and financially prepared for the future.
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.
The first quarter of 2026 began on a positive note for investors, particularly in Canada, with the S...
By Alfred Lam, CFA, Senior Vice-President, and Co-Head of Multi Asset, CI Global Asset Management Le...
https://youtu.be/xTZO7SyfdTc Taking less from your RRSP can lead to more tax later. It shows up when...
https://youtu.be/HknMY3smDRA Trying to “pay no tax” in your 50s and 60s by avoiding RRSP withdrawals...
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