Holistic Financial Planning – Your blueprint to your financial future

Holistic Financial Planning – Your blueprint to your financial future

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.

You will learn how to avoid:

  • children missing out on their inheritance
  • having no choice in returning to work after retirement
  • the government taking control over your financial future
  • living in poverty in retirement

This event took place at the Thornhill Country Club on Mon. Feb. 22nd between  12:00pm – 1:00pm. Lunch was provided by The McClelland Financial Group.

 


About Our Speaker

Mike Connon

Michael Connon, B.Sc, CFP

Senior Financial Planning Advisor, Co-Branch Manager, Certification in Estate Planning and Trust Strategies

Assante Capital Management Ltd.

Michael Connon is a financial educator and advisor in the Thornhill area who has been helping thousands of investors, retirees and pre-retirees from companies such as RIM, Imperial Oil, IBM, Royal Bank, and Procter & Gamble, etc. Michael has his Bachelor of Science degree from the University of Western as well as the CFP (Certified Financial Planner) designation and is a Senior Financial Advisor and Branch Manager of Assante Capital Management Ltd. Please note that CFP professionals are a body of licensed financial planners that have met the strict standards necessary to attain this designation. Michael is regarded as a local expert in teaching investors how to minimize risk and maximize income.

Related articles

Episode 29: Becoming A Great A Client Takes A Little More You Might Expect

Becoming a good client requires a great advisor. The importance of having sound advice and taking it. Savers vs. spenders and what it can mean to the future of your plan. The importance of goal setting and finally muffins are they really where it’s a…

Read More →

Episode 33: Technology: Making Us Way Better At What We Do!

Technology has had a huge impact on financial services. Market efficiencies are translating to enormous benefits for clients. Listen here today for more insights in part 2 of our debrief of DFA’s Charlotte, NC conference.

Read More →

Retirement is Shorter Than You Think

In this episode of Think Smart with TMFG, your hosts, Senior Financial Advisors Rob McClelland and Mike Connon from Assante Capital Management Ltd., dive into the issue of how long retirement could last depending on the age you retire, referencing a …

Read More →

Financial Planning Advice from Canada's Top Financial Advisors

Sign Up To Receive Email Updates On The Financial Industry And Complimentary Workshops.

By providing your e-mail address you provide The McClelland Financial Group of Assante Capital Management Ltd. with your express consent to send you electronic communications. If you choose to discontinue receiving e-mails, you may withdraw consent by contacting [email protected].

FREE RESOURCE

Get actionable financial insights from the Top financial planners in Toronto.

Toronto's Top Financial Advisors
Copyright Assante Wealth Management. © 2022

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.

We have a team of advisors each specializing in varying portfolio sizes. Please let us know the approx. amount of your investable assets to help us to direct you to the advisor that is best suited to you.