When a Big RRSP Stops Being the Automatic Choice at 55
For many high-income Canadians, the RRSP has been the obvious place to save for years. The deduction...
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I have absolute confidence in Steve. He manages everything for us…He’s looked after me the way I want.
Remy always listens very carefully to what I have to say, and asks the right the questions.
I really don’t think Steve and his team could do any more. I feel completely confident and financially prepared for the future.
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’s team – customer service and network of specialists in tax and legal matters – provide the knowledgeable and friendly service we want.
Steve has come up with some really ingenious ideas for us – I am always happy to hear his solutions!
Steve takes pride in his work – he’ll give us advice that serves our best interests ahead of his – every time.
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 is an expert. He has an always amazing – and impressive… knowledge of tax and investment strategies.
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.
For many high-income Canadians, the RRSP has been the obvious place to save for years. The deduction...
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...
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