Workshops
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The McClelland Financial Group ranked as one of the TOP 50 ADVISORS in Canada, for the fourth time in a row. 
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Our educational workshops typically run between 12:00 and 1:00 pm at The Thornhill Golf and Country Club. In addition to learning the latest tips, trends and best practices in the field of wealth management, our workshops are a time to relax, enjoy a good meal with like-minded individuals, and learn about investment topics you want more information on. Our workshops are tailored to our clients’ requests and pertain not only to wealth management, but also anything from learning about how to write memoirs, preparing and drawing an air-tight will, estate planning, dividing assets after divorce, rookie investor mistakes, taxes, and more. Everything you need or want to know to make your lives more comfortable.
Please note that a live recording may be conducted at our workshops. Consent will be obtained, should you be captured in the video.
“Tips and Tricks” for 2018 Tax Season and New Legislation for Corporate Tax
Paul McVean (BAccS, CPA, CGA, CFP, TEP) discusses “Tips and Tricks” for this upcoming tax season and new legislation for corporate tax.
Should We Still Be Using Dimensional Fund Advisors?
Rob McClelland discusses: Performance vs. Benchmarks, How the Different Factors Work, The Move to Balanced Funds, DFA vs. ETFs, DFA – A Company That Cares About Investors
Travel with Jonathan Van Bilsen
Travel the world with Jonathan van Bilsen, a photographer, published author, columnist and keynote speaker, who has
visited 99 countries and written 11 books. He has photographed and written about some of the most exotic locales on our planet.
How to Avoid the Family Fight
Les Kotzer – renown wills and estate lawyer has been featured on CNN, CTV, CBC and Breakfast Television.
Les will start the discussion on best practices for protecting your family, power of attorney, wills and inheritance.
Insurance – Are You Covered?
Hear how TMFG has benefited from having insurance protection with Senior Financial Planners Rob McClelland, Mike Connon and Carlo Cansino.
I have some insurance; Do I really need more?
Presentation by Financial Planner Chelsey Chartren.
Food Over Medicine with Dwayne Thomas Coaching
This workshop focuses on the eye-opening book Food Over Medicine: The Conversation That Could Change Your Life by Pamela A. Popper, Ph.D., N.D. Dr. Popper is the Founder and Executive Director of The Wellness Forum Institute for Health Studies, the first school in North America to offer a certification as well as diploma programs rooted in the philosophy of evidence-based healthcare using diet and lifestyle as primary intervention tools.
