Joan Cosby CFP, MFA-P Assante Financial Management Ltd.

Joan Cosby CFP, MFA-P Assante Financial Management Ltd. In my role as Senior Financial Planner at Assante Financial Management Ltd., I help people align their wealth with what matters most to them.

Jessica has a great story of appreciation fuelling community engagement.  Thank you Jessica.
01/26/2023

Jessica has a great story of appreciation fuelling community engagement. Thank you Jessica.

We'd like to recognize Jessica Durka, a grateful patient turned Hamilton Health Sciences Foundation Board member. This past October was the final year of her annual JCC Pumpkin Patch fundraiser. She raised an astonishing $100,795! 🤩

"What started out as a way for me to thank the Juravinski Cancer Centre turned into a community of unbelievably caring individuals that I couldn't be more proud of."
- Jessica Durka

Words can't express our gratitude for your dedication to patient care in our community. Your tireless efforts are inspirational, and the total raised reflects your passion. Thank you so much to you and your community of supporters. 💙

Thank you to everyone supporting Children's mental health.
01/18/2023

Thank you to everyone supporting Children's mental health.

🎉 We're so excited to share that the Pathstone Mental Health Walk-in Clinic is back permanently! 🎉

After the success of their pop-up in November, Pathstone Mental Health and Big Brothers Big Sisters of North & West Niagara have teamed up to provide critical support and services for Niagara youth and their families in one shared location! 😊

📍 Located Across from Peoples (Near Entrance 2).

For more information about the walk-in clinic & their hours, please visit their website: bit.ly/3ZHdHXS

If you have Netflix, Rumble is welll worth the watch.  It explores the North American Indigenous influence on the music ...
01/07/2023

If you have Netflix, Rumble is welll worth the watch. It explores the North American Indigenous influence on the music we love. Please share.

Filmmakers Stevie Salas, Catherine Bainbridge and Alfonso Maiorana examine the musical contributions and pop culture influence of Indigenous artists.

I'm excited to sponsor this event happening on May 4th at 1:00 pm.  Dr Deans is the New York Times and Globe and Mail be...
04/26/2022

I'm excited to sponsor this event happening on May 4th at 1:00 pm. Dr Deans is the New York Times and Globe and Mail best selling author of Willing Wisdom. I'm sure you will be both informed and entertained by Tom's presentation of Family Conversations for Building Lasting Legacies as he explores succession planning, intergenerational wealth transfer and philanthropic giving. For tickets, please visit https://www.eventbrite.ca/e/family-conversations-for-building-lasting-legacies-tickets-314498131377

Looking forward to hosting Dr. Tom Deans as we discuss the art of building smart estate plans.  Register for this free e...
08/26/2021

Looking forward to hosting Dr. Tom Deans as we discuss the art of building smart estate plans. Register for this free event at lu.ma/p0cw4crp

08/06/2021

charityvillage.com

Canadians who worked with a professional financial planner were far less likely to cite money as their top concern or sa...
08/05/2021

Canadians who worked with a professional financial planner were far less likely to cite money as their top concern or say it led to health-related issues. Providing access to financial advice will build financial resiliency.

investmentexecutive.com

CI GAM's Alfred Lam and Marchello Holditch look back at their market outlook for the year to talk about which investment...
05/10/2021

CI GAM's Alfred Lam and Marchello Holditch look back at their market outlook for the year to talk about which investment and economic themes are playing out as expected.

Almost four months into 2021, CI GAM | Multi-Asset Management provides an update on their market outlook for the year and what investment and economic themes are playing out as expected.

The tax deadline looms.
04/28/2021

The tax deadline looms.

Ottawa has resisted calls to extend the tax filing and payment deadline. Here's what taxpayers should know.

04/28/2021

Our child and youth mental health centres across Ontario continue to provide front-line mental health supports through the pandemic supporting families struggling with mental health issues. https://cmho.org/findhelp/

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5420 North Service Road, Suite 100
Burlington, ON
L7L6C7

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