Rightsizing Your Life
Join Ms. Riley-Keyes of Red Coates Downsizing and Relocation Experts as she gives us the tips and tricks on how to better organize our lives for the future.
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.
With so many financial advisors, why us?
Our shared values.
Hot topics, need to know, and advice shared by our Financial Advisors.
Free resources to help you grow your money with confidence.
Stay in the loop on amazing upcoming events hosted by TMFG.
Check out the recent events hosted by TMFG.
Access your accounts and set of financial tools.
TFSA vs. RRSP? Cash flow calculator? Check out our tools and calculators and start investing with confidence – whatever your goals are.
Join Ms. Riley-Keyes of Red Coates Downsizing and Relocation Experts as she gives us the tips and tricks on how to better organize our lives for the future.
Sounds silly, doesn’t it? Well, today’s biggest estate planning issue is what we call the Beneficiary Lottery. This is the solution that many people default to by trying to avoid conflict or not dealing with estate issues. In a nutshell, when wills are made they are done per individual, not jointly. At any time, either …
The vast majority of our clients understand that financial services do not come for free. This is why our business exists. Not all Canadians have the time nor the inclination to manage their financial affairs. Therefore, they delegate that responsibility to financial professionals like ourselves.
Sounds silly, doesn’t it? Well, today’s biggest estate planning issue is what we call the Beneficiary Lottery. This is the solution that many people default to by trying to avoid conflict or not dealing with estate issues. In a nutshell, when wills are made they are done per individual, not jointly. At any time, either party can change their will without informing the other. In addition to this, when one party has passed the surviving person can make any changes to their will, as they see fit.
After 23 years in the financial industry and over 15 years with The McClelland Financial Group Carole Ash is transitioning from her Management position as Team Leader into partial retirement. In her new role as a Consultant she will continue to be a valuable resource during this transition period. You will still see Carole in the office 3 days a week going forward. She is looking forward to spending more time with family and pursuing other interests ( Hint, Hint – See pic above from Barcelona, Summer 2018).
FREE RESOURCE
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.