Upon retiring we felt we needed a financial advisor to assist us in planning for our future financial requirements. On a recommendation from a friend we contacted Tony Katarynych. We were impressed with his knowledge and expertise in the field of financial planning and have been satisfied with Tony and his staff for over ten years. We have enjoyed a good return on our investments by Tony and continue to be satisfied with his company’s excellent service.

— Rae & Alice H.
Retired business owners

This comes by way of a thank you for your excellent service over the last few years. You came highly recommended, we had high expectations and you did not disappoint. You have followed up on all my questions and phone calls promptly, and have arranged consultations on a regular basis. If my questions were out of your range of expertise or you just needed to be expounded on, you procured the services of a specialist in that particular field. You are very comfortable and easy to talk to, Tony, explaining carefully and patiently. You have never promoted your own agendas; always the client’s best interests are foremost in your thoughts. All this attention for a very, very small investor! Thank you again.

— Lois & Bill T.
Business owners

We had a dream to retire at an early age. When that time came, the decision was huge, and the questions many. Tony and the team at Assante helped us understand all the things we needed to know. From investment and tax strategies to life insurance and estate planning, Tony has helped us make our dream a reality, and we are now enjoying everything we worked for. Assante (Tony) is our most valuable asset!

— Joe C. & Jan P.
Retired business owners

We would just like to say how much we have appreciated our relationship with you as our personal financial advisor over the past 10 years. We moved from Ontario several years ago, and even with the distance between you and us we have always received prompt and knowledgeable service and advice. Thanks for your ongoing support!

— Charlie & Susan P.
Business owners

I have been a client of Tony Katarynych since the mid-1980s when I was approaching 40 years of age. Tony had been advising my parents for a number of years and had made good investment decisions for them. Although I had an MBA and was well versed in fiscal management theory, I did not care to look after my own money so I asked Tony to look after it for me. For the past 20 years Tony has been my ideal analyst/advisor. He and his staff do all the work. Occasionally I have to sign a form or state a preference… but that’s all. The fact that he operates out of Orillia and I live in Toronto has had no negative impact thanks to phone, fax, and email technologies. I trust Tony’s judgment implicitly. He demonstrates an advanced knowledge of the investment market that I could never hope to acquire… even should I want to. Thanks to Tony, I feel confident that I will be able to retire with the funds necessary to enjoy my golden years.

— Valerie E.
Software Consultant

This winter I had a decision to make as my long-time investment advisor from a stock brokerage of a major bank retired in the fall of 2013. As a result, I was left with another advisor assigned to me by the bank. I had been aware of Tony Katarynych at Assante so I decided to investigate the possibility of moving my investments under his direction. For me, communication is the key to a trusting business relationship and Tony took the time to clearly explain the benefits of a properly managed portfolio. I found Tony to be very articulate and knowledgeable and he made things easy for me to understand. Tony explained the common pitfalls of investing and clearly illustrated how they can easily be avoided. Tony and his team made the transfer seamless and very convenient. I am certain that my investments will receive the attention that will provide me with the most benefit. Tony operates with integrity and with the long-term interests of his clients and I would strongly recommend him without any hesitation.

— Cynthia

What Our Clients Are Saying

 

We have recently visited Tony for financial advice as I am planning to retire and wanted to speak with a financial advisor. Tony was very helpful with his tips and we ended up consolidating our financial portfolio with Assante Capital Management Ltd. Tony advised us to rewrite our Wills and start up a TFSA. We now have a picture of our investments and a direction to go forward. Tony was very helpful and was able to explain things at our level of understanding. He has a good sense of humour which is helpful as we tend to picture Financial Advisors as rather dry and serious. Overall, our experience with Assante Capital Management Ltd. has been very positive. We are confident that Tony will manage our investments well and give us good advice.

— Rob Jackson
September 19, 2015

This winter I had a decision to make as my long-time investment advisor from a stock brokerage of a major bank retired in the fall of 2013. As a result, I was left with another advisor assigned to me by the bank. I had been aware of Tony Katarynych at Assante so I decided to investigate the possibility of moving my investments under his direction. For me, communication is the key to a trusting business relationship and Tony took the time to clearly explain the benefits of a properly managed portfolio. I found Tony to be very articulate and knowledgeable and he made things easy for me to understand. Tony explained the common pitfalls of investing and clearly illustrated how they can easily be avoided. Tony and his team made the transfer seamless and very convenient. I am certain that my investments will receive the attention that will provide me with the most benefit. Tony operates with integrity and with the long-term interests of his clients and I would strongly recommend him without any hesitation.

— Cynthia

I have been a client of Tony Katarynych since the mid-1980s when I was approaching 40 years of age. Tony had been advising my parents for a number of years and had made good investment decisions for them. Although I had an MBA and was well versed in fiscal management theory, I did not care to look after my own money so I asked Tony to look after it for me. For the past 20 years Tony has been my ideal analyst/advisor. He and his staff do all the work. Occasionally I have to sign a form or state a preference… but that’s all. The fact that he operates out of Orillia and I live in Toronto has had no negative impact thanks to phone, fax, and email technologies. I trust Tony’s judgment implicitly. He demonstrates an advanced knowledge of the investment market that I could never hope to acquire… even should I want to. Thanks to Tony, I feel confident that I will be able to retire with the funds necessary to enjoy my golden years.

— Valerie E.
Software Consultant