Daily Archives: June 17, 2016

Why is it important to have a tax planning strategy? What tools are needed to uncover all necessary information to create a tax planning strategy? Who does it benefit the most? Hear Rob McClelland address all of these concerns and outline the steps The McClelland Financial Group put in place to ensure you are paying the least amount of tax possible.

The McClelland Financial Group of
Assante Capital Management Ltd.

Location: 7787 Yonge Street, Thornhill, ON, Canada, L3T 7L2
Telephone: 905 771 5200
Website: www.tmfg.ca

Managing your money and planning your financial security are not easy tasks. Time constraints, ever changing tax laws, a confusing assortment of investment options — all present roadblocks for most people in addressing their financial affairs in any effective and coherent way.

As your trusted financial advisor, our objective is clear — to assist you in ensuring a secure financial future for you and your family. After meeting with you and discussing your current objectives we begin developing a plan for your financial future. Produced in consultation with our team of professionals, this strategy lays the foundation to ensure that no matter what happens to the economy, the stock market, or the world, you will feel comfortable and confident in being able to secure your financial future. Our disciplined application of our strategy means you can rely on us to make it happen.

What does it take to create an investment portfolio? Where does one start? What products should be used? Hear Rob McClelland answer these questions and outline the steps involved in creating a proper investment portfolio.

The McClelland Financial Group of
Assante Capital Management Ltd.

Location: 7787 Yonge Street, Thornhill, ON, Canada, L3T 7L2
Telephone: 905 771 5200
Website: www.tmfg.ca

Managing your money and planning your financial security are not easy tasks. Time constraints, ever changing tax laws, a confusing assortment of investment options — all present roadblocks for most people in addressing their financial affairs in any effective and coherent way.

As your trusted financial advisor, our objective is clear — to assist you in ensuring a secure financial future for you and your family. After meeting with you and discussing your current objectives we begin developing a plan for your financial future. Produced in consultation with our team of professionals, this strategy lays the foundation to ensure that no matter what happens to the economy, the stock market, or the world, you will feel comfortable and confident in being able to secure your financial future. Our disciplined application of our strategy means you can rely on us to make it happen.

As financial planners, it is our responsibility to ensure the proper steps are implemented for efficient asset transfer between generations. In order for this to occur, we must understand the needs and goals of the people involved. We strongly recommend a family meeting to uncover these needs and to plan accordingly.

The McClelland Financial Group of
Assante Capital Management Ltd.

Location: 7787 Yonge Street, Thornhill, ON, Canada, L3T 7L2
Telephone: 905 771 5200
Website: www.tmfg.ca

Managing your money and planning your financial security are not easy tasks. Time constraints, ever changing tax laws, a confusing assortment of investment options — all present roadblocks for most people in addressing their financial affairs in any effective and coherent way.

As your trusted financial advisor, our objective is clear — to assist you in ensuring a secure financial future for you and your family. After meeting with you and discussing your current objectives we begin developing a plan for your financial future. Produced in consultation with our team of professionals, this strategy lays the foundation to ensure that no matter what happens to the economy, the stock market, or the world, you will feel comfortable and confident in being able to secure your financial future. Our disciplined application of our strategy means you can rely on us to make it happen.

Reducing your tax bill is one of the easiest ways to keep more money in your wallet.

At The McClelland Financial Group we help you determine if you are paying the least amount of taxes possible. Using our Income Tax Minimizer, we can ensure that you are utilizing tax credits and deductions that are afforded to you from the CRA.

Speak with your TMFG Advisor today.

The McClelland Financial Group of
Assante Capital Management Ltd.

Location: 7787 Yonge Street, Thornhill, ON, Canada, L3T 7L2
Telephone: 905 771 5200
Website: www.tmfg.ca

Managing your money and planning your financial security are not easy tasks. Time constraints, ever changing tax laws, a confusing assortment of investment options — all present roadblocks for most people in addressing their financial affairs in any effective and coherent way.

As your trusted financial advisor, our objective is clear — to assist you in ensuring a secure financial future for you and your family. After meeting with you and discussing your current objectives we begin developing a plan for your financial future. Produced in consultation with our team of professionals, this strategy lays the foundation to ensure that no matter what happens to the economy, the stock market, or the world, you will feel comfortable and confident in being able to secure your financial future. Our disciplined application of our strategy means you can rely on us to make it happen.