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  • Our Services
    • Estate Planning
    • Insurance Planning
    • Investment Planning
    • Retirement Planning
    • Tax Planning
    • Education Planning
  • About Us
  • Meet Our Team
    • Paul Moore, BA, CPA, CMA
    • Evelyn Oliver
    • Brenda McCrae, CCS, QAFP
    • Jim Thornton
    • Marie Lefebvre
    • Amanda Thornton
  • Clients
  • Articles & Resources
    • Articles
    • Financial Calculators
  • Contact Us
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  • Client Message
  • Estate Planning
  • General
  • Insurance Planning
  • Investing
Author Image

Evelyn Oliver

May 12, 2023

Articles, General

Is the Debt Ceiling Bringing You Down?

Author Image

Jim Thornton, CLU

May 12, 2023

Articles, Estate Planning

Step-by-Step Estate Planning

Author Image

Jim Thornton, CLU

May 5, 2023

Articles, Estate Planning

Protecting What’s Yours (After You Pass): The Upsides of Estate Planning

Author Image

Jim Thornton, CLU

April 6, 2023

Articles, General

Avoiding Financial Scams and Identity Theft Slams

Author Image

Jim Thornton, CLU

April 6, 2023

Articles, General

4 Ways to Apply the 80/20 Rule to Your Financial Pursuits

Author Image

Brant Financial Group (Assante Capital Management Ltd.)

April 6, 2023

Articles, Market Updates

Monthly Update for March 2023

Author Image

Jim Thornton, CLU

April 6, 2023

Articles, Retirement Planning, Tax Planning

Retirement Planning: 6 Strategies to Reduce Your RRIF Tax Liability

Author Image

Evelyn Oliver

February 21, 2023

Articles, General, Tax Planning

What We Know About the Tax Free First Home Savings Account

Author Image

Jim Thornton, CLU

February 21, 2023

Articles, General, Tax Planning

The Multi-Generational Home Renovation Tax Credit

Author Image

Brant Financial Group (Assante Capital Management Ltd.)

February 21, 2023

Articles, Market Updates

Monthly Update for January 2023

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