Yearly Archives: 2015

As another holiday season is upon us, we at The McClelland Financial Group of Assante Capital Management Ltd (TMFG) would like to take this opportunity to thank our loyal clients for making 2015 another great year.

A common misconception about financial advisors is that they know how to predict the market or at least know when to get in and when to get out. The latter is known as perfect market timing. I think it is safe to say that no one can time the market with absolute certainty, however if there was a strategy that can achieve a reasonably similar result, would clients pay to participate?

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Open Forum

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?

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Time is of the essence when having your own business, building good practices, relationships, creating a financial plan and understanding your legal rights and obligations makes having your own business solid and gives you a better chance of success instead of bankruptcy. These components will serve you throughout the life of your business.

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Most Canadians are familiar with the term GIC – Guaranteed Investment Certificate.  For those that are not, a GIC is a type of fixed-income investment provided by financial institutions.  Typically offered in specific terms (1 – 5 years), a GIC guarantees interest payable and the return of principle at the end of the term.

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Don’t overreact, be ready and embrace it. Think of it as an opportunity!

A bear market refers to a market-wide decline in stock prices of at least 15-20% coupled with a pessimistic sentiment about the market. Investopedia

To the regular investor, a bear market means doom, gloom and uncertainty.

Clearly, these times are nothing to look forward to, and fighting back can be dangerous. But don’t despair – there is hope!

We’ll show you how bear markets reveal:

  1. a well-positioned portfolio
  2. what your tax strategy should be
  3. investing mistakes
  4. how to survive and prosper
  5. your strategy for recovery

This event took place at the Thornhill Country Club on Thursday, October 15th between 6:00 to 7:00pm. Dinner was provided by The McClelland Financial Group.

ABOUT OUR SPEAKER

Rob McClellandRob McClelland, RFP, CFP, HBA

Vice President, Co-Branch Owner,
Senior Financial Planning Advisor

The McClelland Finacial Group of
Assante Capital Management Ltd.

Rob is the founder of The McClelland Financial Group and a Senior Financial Planner and Co-Branch Owner of Assante Capital Management Ltd. Offering a thorough understanding of the diverse needs of professional and retired clients, Rob McClelland holds an Honours degree in Business Administration from the prestigious University of Western Ontario’s Richard Ivey School of Business.

An expert on how to minimize risk and maximize income during pre and post-retirement stages, Rob has assisted thousands of investors achieve their financial goals over the past 20 years. A prolific speaker and finance educator, Rob has been a featured guest on ‘Report on Business’ and has written for the Canadian-acclaimed newspaper, the Financial Post. Rob has built a solid practice at The McClelland Financial Group based on a reputation for delivering outstanding service and consistent effort.