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.

Full Service Advisory Modular Financial Planning

The Walch Team

Maurice Walch began his career as an entrepreneur, founding and growing a successful import and export business that brought licensed sports apparel into Canada and exported hockey equipment abroad. Building that company required navigating the same challenges many Canadian business owners face every day: cash flow pressures, complex tax decisions, reinvestment trade-offs, and long-term planning amid uncertainty.

After selling the business to Canadian conglomerate Kit Poon, Maurice turned his attention to wealth management with a clear purpose to help business owners make better financial decisions than the ones he had once been forced to navigate alone. The practice was founded on empathy, practicality, and a deep respect for the responsibilities carried by entrepreneurs.

Today, the Walch Team has grown significantly, but the values that shaped the firm remain unchanged. We provide investment consulting, advanced planning, and long-term relationship management to business owners, incorporated professionals, and high-net-worth families.

We believe great advice starts with truly knowing people. That means understanding not only the numbers, but also what matters most: your goals, your obligations, and the people who depend on you.

Our role is to bring those elements together into thoughtful, long-term strategies that align financial success with peace of mind.

We continue to operate as an employee-owned, independent firm, allowing us to provide objective advice and focus solely on what is in our clients' best interests.

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 investment advice. I have no hesitation recommending Maurice to you as I recognize the service he has provided to many clients. In fact, I am one of them.

Former CEO, Raymond James Ltd.

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

Owner of Dental Clinic

I have been working with the Walch team for more than twenty years. The quality of advice and service has been exceptional. They have helped me implement strategies that are particularly valuable for lawyers when it comes to personal financial planning and long term wealth management.

Partner, Osler, Hoskin & Harcourt LLP

My family run enterprise has been working with the Walch team since 1998, and the support has been excellent. From corporate succession to personal wealth management they have provided strategies that helped us reach our goals. I know that the Walch Team takes our success personally.

Owner, Multi Generational Manufacturer

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

Partner, Peacock Linder Halt & Mack LLP

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.

Small Business Owner, Lethbridge

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 one million dollars or more in investable assets, including planning, investing, and ongoing support in one place.

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

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Modular Financial Planning

Specialized planning engagements for affluent individuals and families who need expert solutions their current advisor does not provide.

Individual Pension Plans (IPP)
Retirement Compensation Arrangements (RCA)
Estate Transfers & Living Buyout Arrangements

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