The McClelland Financial Group ranked as one of the
TOP 50 ADVISORS in Canada,
for the fourth time in a row.
Our educational workshops typically run between 12:00 and 1:00 pm at The Thornhill Golf and Country Club. In addition to learning the latest tips, trends and best practices in the field of wealth management, our workshops are a time to relax, enjoy a good meal with like-minded individuals, and learn about investment topics you want more information on. Our workshops are tailored to our clients’ requests and pertain not only to wealth management, but also anything from learning about how to write memoirs, preparing and drawing an air-tight will, estate planning, dividing assets after divorce, rookie investor mistakes, taxes, and more. Everything you need or want to know to make your lives more comfortable.
Please note that a live recording may be conducted at our workshops. Consent will be obtained, should you be captured in the video.
Home Depot. Comfree.com. Downloadable will kits. What do these services have in common? They promote DIY or do it yourself. Sometimes DIY just doesn’t make sense and you would save yourself time, money and anxiety by working with a professional. Mike will discuss how the services of a professional can go a long way!
Warranted or not, the investment industry, and those who work within it, may have a reputation for being dishonest and self-serving. It is unfortunate that the selfish behavior and callous practices of few, can tarnish the industry, as a whole.
Wine and cheese are the perfect combination, whether you’re hosting a holiday party or just relaxing with a quiet evening at home. But which cheese should you choose? Are there certain kinds that work best as an appetizer? Are there any sorts you’ve always wanted to try but don’t know how they’re best served?
Open Forum – Ask the questions you want to know… Do you have any burning questions to ask your advisor, but haven’t had the opportunity? Do you feel heated about any political issues that may affect your financial position? Tired of the smokescreen the media or other advisors give you when it comes to fees?