The McClelland Financial Group ranked as one of the
TOP 50 ADVISORS in Canada,
for the fourth time in a row.
Our library of videos are geared towards clients and subscribers on topics that will help enhance their financial awareness. In these videos, clients and subscribers will learn about strategies and tools that enhance their financial well-being, including The Importance of Financial Planning, Tools to keep you financially on track, and Trends in Pension Plans to name a few.
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.
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.