Investing for Retirement Income: Straw, Sticks or Bricks?
Investment portfolios are not a financial plan in and of themselves. They are the tool that help supplement other income sources to ensure the success of your financial plan.
Feel excited about life during retirement.
Plan for your family’s future with confidence.
Feel excited about life during retirement.
Confidently prepare and transfer wealth from one generation to the next.
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Investment portfolios are not a financial plan in and of themselves. They are the tool that help supplement other income sources to ensure the success of your financial plan.
Should you move after retirement? Retirement. Feelings of freedom and independence are most often associated with retirement. However, for many it can cause overwhelming feelings of anxiety and unpreparedness. “Where will we live?” or “What can we afford?” are typical questions that can lead to this uneasiness in retirement.
Ever wanted to learn how to start a simple investment plan that isn’t dictated by market timing or hindered by lack of available funds?
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.
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.
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.
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.
Let the Evidence Be Your Guide. Twenty-five years ago, when I founded The McClelland Financial Group of Assante Capital Management Ltd., it may not have been the most obvious choice for the son of an independent book publisher.
Investing in GTA real estate has been very lucrative for many people for a very long time. The question is, how long will it last? In our industry, we believe that if something looks too good to be true, then it probably is. The growth rate of GTA real estate contiually tests this theory. We …
Should real estate make up the majority of my investment holdings? Read More »
In light of recent market volatility, investors are searching for answers. What is BREXIT? How will it affect my portfolio? Should I make changes?
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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.