Aster Wealth is a boutique, planning-led advisory firm based in Markham, Ontario, serving clients across the Greater Toronto Area. It helps individuals, families, established professionals, and business owners coordinate financial decisions that become more connected as wealth grows. Its planning areas include retirement income, tax-efficient withdrawals, investment planning, insurance, estate and wealth transfer, and business-owner planning. The firm works with clients approaching retirement, entrepreneurs managing corporate and family assets, and families seeking a clearer structure for preserving and transferring wealth.

Aster Wealth begins with a Financial Diagnostic to identify planning gaps, risks, and opportunities before making recommendations. Its process then focuses on designing and executing practical strategies, with reviews as circumstances and priorities change. Planning may address pensions, registered and non-registered accounts, corporate assets, insurance, succession, estate liquidity, and family intentions. Aster emphasizes coordinated advice and better-informed decisions rather than unnecessary complexity, and may work alongside accountants, estate lawyers, insurance advisors, investment advisors, executors, and trustees.