Generational Wealth Begins With Strategy and Grows with Discipline

The Walch Team of Assante Capital Management provides tailored financial solutions for business owners, incorporated professionals, and high-net-worth families. * Website Currently Under Construction *

Full-Service Advisory Individual Pension Plans

The Walch Team

For over 25 years, we've helped successful business owners and professionals grow and preserve their wealth with thoughtful, long-term strategies. Our approach blends financial planning knowledge with a personalized, relationship-driven service model. Whether it's retirement planning, investment allocation, or tax-efficient structuring, we act as your trusted financial partner every step of the way.

We believe in building long-term relationships based on trust, transparency, and personalized service tailored to your unique financial situation.

Meet Our Team

Client Testimonials

Hear from business owners, professionals, and high-net-worth individuals who have benefited from our personalized financial solutions.

At RJL, we strongly belive we need to serve all the financial needs of our clients... We understand that today's high net worth clients prefer a more holistic approach and seek expertise in the area of tax and estate planning as well as invetsment advice... I have no hesitation recommending Maurice to you as I recognize the service he has provided to his many clients. In fact, I am one of them.

Peter A. Bailey

Former CEO, Raymond James Ltd.

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The Individual Pension Plan recommended by the Walch Team has been a game-changer for my retirement strategy. The tax benefits alone have made a significant difference.

Michael Johnson

CEO, Johnson Enterprises

I've valued the team providing me with wealth management strategies since 2005. Through market fluctuations and new tax regimes, they've been steady guides who prioritize our needs, creating a true partnership rather than a typical client relationship. They've worked collaboratively with us to understand our specific situation and goals and I'm pleased to recommend Maurice and Ben Walch to colleagues seeking financial guidance.

Dr. Michelle Carlson, DDS

Owner of Monterey Dental Center & Lifepath Dental & Wellness

The Walch team has made managing my personal finances seamless. They've taken care of everything efficiently, and I've been very happy with the experience.

Anonymous

Partner, Oslers Law

Working with the Walch team has been great. They've helped me implement strategies that are particularly valuable for lawyers when it comes to personal financial planning and long-term wealth management.

Anonymous

Peacock, Linder Halt & Mack LLP

We've been working with the Walch team for the past seven years, both for our business and personal finances. Maurice and Ben have always provided steady, thoughtful advice that reflects what's best for our family. Their approach is professional, consistent, and easy to trust. I wouldn't hesitate to recommend them to others looking for long-term financial guidance.

Anonymous

Small Business Owner, Calgary

I've been working with the Walch team since 2018, and the support has been excellent. It's far better than anything I ever received from a bank.

Anonymous

Small Business Owner, Calgary

The Walch team helped us implement multiple IPPs for our ownership group and key employees, and guided us through a smooth and tax-efficient buyout to our staff. Their advice was strategic, detailed, and incredibly valuable throughout the process.

Anonymous

Small Business Owner, Lethbridge

Our Philosophy

The principles that guide our approach.

Planning Philosophy

We believe true financial peace of mind starts with clarity. Our planning approach is comprehensive, proactive, and personalized. We work closely with our clients to understand their full financial picture—business and personal.

From tax optimization and retirement planning to risk management and estate structuring, we build a plan that adapts with you as you grow.

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Investment Philosophy

We believe the best investment strategy is one that endures. We don't speculate, time markets, or chase the next trend. Instead, we focus on owning the highest-quality businesses and managers in the world—those with durable competitive advantages, strong capital discipline, and the ability to compound wealth over time.

We invest in both public and private markets, always prioritizing capital preservation first, growth second, and speculation never.

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Tailored Financial Solutions

We offer personalized financial strategies designed to support business owners, professionals, and high-net-worth families — from long-term wealth planning to tax-efficient retirement solutions.

Full-Service Advisory

Integrated wealth management for households with $1M+ in investable assets — planning, investing, and support, all in one place.

Strategic portfolio construction and active investment advisory
Integrated tax and estate planning
Family office-style support and risk oversight

Explore Advisory Services

Individual Pension Plans

A specialized solution for successful incorporated professionals and business owners.

Larger contribution amounts than RRSPs
Tax-deductible corporate funding
Enhanced creditor protection and legacy planning

See How IPPs Work