Optimize Your Retirement.
I help high income Canadians reduce financial noise, save tax, and make work optional.
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Hi, I'm Steve.
Assante Financial Management Ltd.
Steve's entrepreneurial lineage spans three generations, from his grandparents' farm enterprise to his father's wealth planning practice. Rooted in hard work and community values, he combines passions for philanthropy, marketing, and finance as a committed Wealth Advisor. Invested in his community and family, Steve aspires to leave a lasting impact for future generations.
Some of Steve's Achievements
Fine-Tuning your Plan for Financial Independence
I fine-tune your financial plan with evidence-based strategies, not hunches or best guesses, to streamline your journey towards financial independence. This meticulous approach secures your financial future and maximizes the efficiency of your investments and income streams, leading to significant tax savings and a fulfilling, worry-free retirement.
Looking for a Creative Partner?
Move past the vanilla suggestions and boilerplate advice. Find a partner willing to think creatively.
Investment Plans
Tax Reduction Plans
Decumulation/Income Plans
Charitable/Legacy Plans
Risk Plans
& more!
Years as a Wealth Advisor
Serving over 100+ families virtually across Canada.
Financial Planning for High-Income Canadians
I specialize in building income plans, investment plans and tax plans for charitably minded, high-income pre-retirees. My clients often have complex needs that encompass managing substantial assets, optimizing tax strategies, and planning strategic income withdrawals to ensure a financially secure retirement.
With a focus on those aged 50 and older, I provide comprehensive wealth management services that go beyond investment advice to include deep tax planning and legacy building.
YouTube Videos
Each week I release videos to teach you about retirement, investing, spending, giving, and paying less tax along the way.
Start Building Your Tailored Plan
Get help optimizing your income, tax, and investment plan before you retire.
Kind Words
Read what clients have had to say about working with Steve:
Get in Touch
Contact me for any inquiries or to schedule a Discovery Conversation.