What should guide you in your financial decisions? Do you want an investment plan that does not make your stomach queasy every time the market drops? How can you take the worry out of your long-term investment plan? We invite you to join us for our upcoming complimentary workshop we call the “Lunch & Learn” series. …
Preparing your taxes right. When it comes to preparing your taxes there are a lot of do-it-yourselfers and those who have it done by professionals. Either way, educating yourself can cut down on time, anxiety and perhaps prevent you from tax mistakes that can be costly. You will learn: Minimizing taxation of investment income Tips …
This unique workshop is a psychological exploration of how women’s upbringing, money personality and decision-making can impact their financial health. Interactive and engaging, this session uses case studies to uncover common mistakes women unknowingly make. You’ll walk away with real-world advice and five simple steps to take charge of your financial well-being. This is an …
AN EXCLUSIVE – Women and Money – Interactive Workshop Read More »
Are you getting close to retirement? The choices you make now can impact your future income and ultimately, the viability of your long-term financial plan. Our workshop will provide you important information to consider today to help improve your plan for tomorrow. At this workshop: Understand the steps you can take that may provide you …
Retirement Planning Workshop – Are you ready for life’s next steps? Read More »
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? Tired of the smokescreen the media or other advisors give you when it comes to fees? If any of those questions create a fire …
Fireside Chat with The McClelland Financial Group Advisors Read More »
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. At this …
Attention Business Owners and Consultants: Do you know your legal rights? Read More »
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 …
Do you ever ask yourself why so many people seem to achieve financial success faster than you? Does it feel like everyone around you is making wise investments, managing their tax situation effectively, becoming debt-free sooner than you, saving enough each month for their retirement fund all the while they are still in their 40s …
Advanced Investment Strategies for the Savvy Investor Workshop Read More »
We believe that everything in life is linked, in one way or another, to money. Money creates and limits what people can do and have. Expertise around money expands the possibilities that people can have in their lives. It gives them hope through clarity of actions required to achieve their dreams. Financial intelligence gives people? …
This month we would like to focus on individuals who are interested in making wiser decisions with their finances. We are enjoying our great partnership with our clients, and we are confident in our ability to serve them and you in the future. Come join us and listen to one of Thornhill’s top speakers discuss …
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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.
