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.
Paul McVean (BAccS, CPA, CGA, CFP, TEP) discusses “Tips and Tricks” for this upcoming tax season and new legislation for corporate tax.
Rob McClelland discusses: Performance vs. Benchmarks, How the Different Factors Work, The Move to Balanced Funds, DFA vs. ETFs, DFA – A Company That Cares About Investors
Travel the world with Jonathan van Bilsen, a photographer, published author, columnist and keynote speaker, who has
visited 99 countries and written 11 books. He has photographed and written about some of the most exotic locales on our planet.
Hear how TMFG has benefited from having insurance protection with Senior Financial Planners Rob McClelland, Mike Connon and Carlo Cansino.
I have some insurance; Do I really need more?
Presentation by Financial Planner Chelsey Chartren.