Portfolio vs Retirement Plan
A portfolio and a long-term projection are important parts of retirement planning, but neither repla...
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.
Norma is always friendly and helpful – it’s good to know I can get through and have my questions answered.
For all the times you go the ‘extra mile’ for me, I am truly grateful.
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 an expert. He has an always amazing – and impressive… knowledge of tax and investment strategies.
The level of service provided by Steve and his team is excellent.
Remy created a financial plan that makes sense for me – and explained it so that I can understand what is happening with my finances.
Steve takes pride in his work – he’ll give us advice that serves our best interests ahead of his – every time.
I have absolute confidence in Steve. He manages everything for us…He’s looked after me the way I want.
Steve is honest… and that is why I recommended him to my friends. I am sure he will do a great job for them.
A portfolio and a long-term projection are important parts of retirement planning, but neither repla...
A retirement cash reserve should reflect the spending your portfolio must fund, not an arbitrary per...
Read the August 2026 Market Commentary covering the Bank of Canada's sixth consecutive rate hold, U....
A $2.4 million portfolio can look reassuring, but whether it supports a $140,000 retirement lifestyl...
Schedule a Consultation at your convenience — meet virtually, or in-person.

