Our office has been very fortunate. The Lunch and Learn presentations have been successful in driving interest to our office from prospective clients. In the prospective client meetings, I am noticing a growing trend – people are concerned with the sustainability and solvency of our dealer, Assante Capital Management Ltd. This is not due to …
For those of you who attended McClelland University earlier this month, this will be a refresher. President and founder of The McClelland Financial Group, Rob McClelland, opened the event with his presentation entitled, “How to survive the coming bear market”. By the end of the presentation, the general feeling was “I need to embrace the …
Holistic financial planning allows you to understand how realistic financial decisions you make affect other areas of your life. This way you can consider its short and long-term effects on your life goals thus allowing you to adapt more easily to life changes and feel more secure that your goals are on track. We invite …
Why Holistic Financial Planning? Are you ready for retirement? Read More »
Checklists offer organization and accountability. The feeling of crossing items off a list is satisfying because it provides a sense of progression – that your actions are leading you to a better position.
Like most people, when you think of your life, you probably visualize a series of major milestones, acquisitions and events. Buying your first home. Yearly family vacations. Sending your children to university. Finally focusing on your favourite hobby once you retire. Now, take a moment to look at these images and vignettes from an aerial …
How Will Holistic Financial Planning Give My Life Direction? Read More »
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Disclaimer | Assante advisory services are offered through Assante Capital Management Ltd. Assante Capital Management Ltd. is a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada. The services described may not be applicable or available with respect to all clients. Services and products may be provided by an Assante advisor or through affiliated or non-affiliated third parties. Some services and products may not be available through all Assante advisors. Services may change without notice. Insurance products and services are provided through Assante Estate and Insurance Services Inc.
