A winning stock: keep or sell?
A successful stock can become a large retirement exposure. Comparing sale costs, remaining company r...
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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.
For all the times you go the ‘extra mile’ for me, I am truly grateful.
Remy created a financial plan that makes sense for me – and explained it so that I can understand what is happening with my finances.
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.
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.
Steve has an eye for detail…thankfully. He caught some important fine print and saved us a lot of money.
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.
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.
I feel that Remy really cares, and gives my portfolio the consideration and attention it needs.
A successful stock can become a large retirement exposure. Comparing sale costs, remaining company r...
A fixed company pension can provide reliable income while covering a smaller share of retirement spe...
Read the September 2026 Portfolio Construction note on interest rates, government debt, geopolitics,...
Read the September 2026 Market Commentary covering signs that Canada’s recession may be nearing an e...
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