Why Verifying Asset Ownership Is the First Step in Estate Planning
Has the thought of estate planning ever felt so overwhelming that it gave you a headache? From a pra...
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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.
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.
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 takes pride in his work – he’ll give us advice that serves our best interests ahead of his – every time.
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.
For all the times you go the ‘extra mile’ for me, I am truly grateful.
Steve is honest… and that is why I recommended him to my friends. I am sure he will do a great job for them.
Norma is always friendly and helpful – it’s good to know I can get through and have my questions answered.
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.
I have absolute confidence in Steve. He manages everything for us…He’s looked after me the way I want.
Has the thought of estate planning ever felt so overwhelming that it gave you a headache? From a pra...
By Alfred Lam, CFA, Senior Vice-President, and Co-Head of Multi Asset, CI Global Asset Management an...
Many retirement conversations start with a lump-sum target. You may hear that if you want $10,000 a...
Two months after the U.S. and Israel attack on Iran shook markets, key equity indices around the glo...
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