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  • Our Services
    • Estate Planning
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    • Investment Planning
    • Retirement Planning
    • Tax Planning
    • Education Planning
  • About Us
  • Meet Our Team
    • Paul Moore, BA, CPA, CMA
    • Evelyn Oliver
    • Brenda McCrae, CCS, QAFP
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    • Marie Lefebvre
    • Amanda Thornton
  • Clients
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Author Image

Jim Thornton, CLU

October 14, 2024

Articles, Retirement Planning

Retirement Myths Debunked

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Brant Financial Group (Assante Capital Management Ltd.)

October 14, 2024

Articles, Market Updates

Market Update: September 2024

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Brant Financial Group (Assante Capital Management Ltd.)

September 25, 2024

Articles

Market Update: September 2024

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Brenda McCrae

September 25, 2024

Articles, General, Investing

Maximizing Your FHSA: The Key Role of Spousal Coordination

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Evelyn Oliver

September 25, 2024

Articles, Estate Planning, General

The Great Wealth Transfer: What It Means for Families and Advisors

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Brant Financial Group (Assante Capital Management Ltd.)

August 25, 2024

Articles, Market Updates

Market Update: August 2024

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Brenda McCrae

August 25, 2024

Articles, General

Important Update on Bare Trust Reporting Requirements for 2024

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Jim Thornton, CLU

August 25, 2024

Articles, General

Market Shakeout: What’s Happening?

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Brenda McCrae

August 1, 2024

Articles, General

Canada Disability Benefit Receives Major Funding

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Brant Financial Group (Assante Capital Management Ltd.)

August 1, 2024

Articles, General

Discover Budget-Friendly Summer Fun in Southwestern Ontario

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