Workshops
| The McClelland Financial Group ranked as one of the TOP 50 ADVISORS in Canada, for the 6th time in a row.  |
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.
Simplify Your Life
Mike Connon discusses the advantages to “Simplifying Your Life”, the evolution of investment, using technology to your advantage, where the future of investing is heading.
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.
Shackleton’s Great Antarctic Voyage
Janice Howard shares her first-hand experience and photos of her National Geographic voyage and the fascinating tale of her connection to one of the world’s greatest explorers of all time.
“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.
