ASSANTE CAPITAL MANAGEMENT - Key Persons
Job Titles:
- Receptionist
- Our Receptionist
Amanda joined Brant Financial Group as our receptionist in July 2019 coming from the travel industry. She also spent many years in the financial industry as a mortgage specialist prior to venturing into travel.
She has exceptional personal communication skills. That, along with her her combined knowledge from both careers she has been able to seamlessly fit into the team here at Assante. Amanda greatly enjoys interacting with our clients, helping them to connect with their advisors and making them feel at home when they come to the office.
Amanda is kept busy between her duties at Brant Financial Group as she is a wife and mother of three. One college graduate, one university student and believe it or not, a 9 year old! Coming from the travel industry it is no surprise that she like to travel and enjoy those memories with her family whenever possible.
Brenda McCrae is a Wealth Advisor who has proven her ability and dedication to her clients. For 17 years, she has been helping families simplify their affairs and increase their quality of life through an integrated approach to wealth planning that includes expertise in cash flow, investments, insurance, tax, retirement and estate planning.
Brenda began her career as a Financial Service Representative in the insurance industry. Her ability to build confidence and trust with people quickly escalated her to managing her own clientele.
Her disciplined approach and professionalism earned her a reputation for being financially astute and client-focused.
Brenda has a background in business and believes in continually improving her education.
She has earned industry designations that enhance her ability to deliver exceptional advice. Brenda has completed her QAFP & CCS designations and is a licensed insurance advisor in Ontario.
Whether you would like to discuss the benefits of cash flow planning or start creating your own wealth plan today, Brenda will be glad to answer your questions.
As a Wealth Advisor with Assante Capital Management Ltd, Evelyn provides a professional and thorough approach to Wealth Management.
With over 40 years in the Financial Services industry, Evelyn specializes in exceptional client experiences for her wealth accumulating, retiring and transitional clients. She works collaboratively with professionals to manage the diverse needs of her clients and their families.
Evelyn has a process she follows with all clients for them to succeed with their personal goals. As part of this team based process she enjoys the ongoing education, and building a positive experience for her clients. Her expertise includes: Investment Planning, Estate Planning, Insurance Planning, Mortgages, Tax and Retirement Planning.
Throughout her career, Evelyn has dedicated herself to achieving a level of expertise to assist her clients in achieving financial independence and wealth accumulation. Her commitment to service excellence provides her clients with confidence, clarity and peace of mind about their financial futures.
Evelyn lives in Paris Ontario with her husband. She has 2 married children and 6 wonderful grandkids. Evelyn loves to spend her spare time with her family and travel.
Job Titles:
- a Wealth Advisor
- Wealth Advisor
Jim Thornton joined Brant Financial Group as a Wealth Advisor in October 2018 and comes to us with over a decade of industry experience. Always having an interest in finance, he started investing his own money at the young age of 18 and in 2002 started working with clients and helping them achieve their financial goals using mutual funds and life insurance products.
In addition to advising on insurance and investments, he has also been mortgage brokering for over a decade. After the Credit Crunch in 2008, the mortgage industry has been swept with change after change. Jim keeps up to date with all the latest changes to ensure that he's able to assist his clients with all their mortgage needs. While many of his clients come to him for great rates and fast/attentive service, others use him because they need a specialist to solve their mortgage problems.
Jim has been able to build a strong business because his clients trust him. They know that when he gives advice, it's good advice. Jim is the type of advisor that wouldn't recommend something to a client that he wouldn't do himself.
Job Titles:
- Administrative Associate
- Licensed Assistant
Marie is new to Brant Financial Group as of the summer of 2021. She has joined the team as Licensed Assistant and is studying to become a Financial Advisor. She currently assists our Advisors and is eagerly learning from them as she completes her coursework.
Before joining the team, Marie worked in several positions in the banking and investment fields within BMO Financial Group, including Customer Service Representative and Financial Services Manager. She has been working in the financial field for 13+ years and looks forward to continuing her career with Brant Financial Group.
She enjoys reading, team sports, and spending time with her family and friends. She is also really hoping to go travelling again soon.
Megan began her career at Brant Financial Group of Assante Capital Management Ltd. in April 2018 as our valued Receptionist for a year. She has since been promoted to Administrative Assistant and is now a strong support for our Advisors as she assists them in a range of daily tasks.
Before joining our team, Megan worked as a Customer Service Representative for MCAP, as well as providing assistance for a mortgage-backed security team. Her customer service roles over the past 10 years and her administrative background, have given her the experience needed to support our team.
She enjoys participating in charity events such as the WWF CN Tower climb and the Brantford Rotary Classic Run. In her spare time, Megan enjoys cooking, participating in team sports and spending time with her family.
Prior to joining Brant Financial Group, Mikaela spent many years training and competing as a gymnast. She was a member of the Canadian National Gymnastics Team for seven years and competed at various international events such as World Championships and PanAmerican Games. Mikaela earned an athletic scholarship to UCLA where she studied Psychology and Global Health and then went on to earn her MSc in Health Psychology from the University of Leeds, England. Her psychology research interests include the link between nutrition, eating behaviour, and mental health.
In her spare time, Mikaela enjoys reading, jigsaw puzzles, hiking, and spending time with her family and friends.
Job Titles:
- Vice President, Senior Wealth Advisor
Paul joined Equion Securities Canada Limited, one of Assante's founding companies, in 1991, and quickly became one of the company's top advisors. He was awarded Newcomer of the Year in 1992, Award of Excellence 1992 to 1998, was a member of the Board of Directors and in 1997 was awarded the role of Vice President since joining Assante Capital Management Ltd.,
Paul has been involved in the Regional and National Advisory Councils and worked with Assante in building a World-Class organization. Paul has 30 years of experience in areas of financial responsibility, which along with a dedicated and caring staff, provides clients with clarity and confidence about their financial future.
A graduate of the University of Western Ontario, Paul earned his Certified Management Accountant (CMA) designation in 1984. Paul is past president (1998) of the Brantford Regional Chamber of Commerce and past Board Member of the Brantford YM-YWCA and the Brantford Rotary Club. He has been active on the Board of Directors of the Brant Community Healthcare System, completing his term as Chair of the Board.
Paul is a life long resident of Brantford and enjoys golf, travel, fitness and life with his family.