We invite you to join us for our series of workshops we call the “Lunch & Learn” series. Each month we will be introducing new and exciting topics. This event will take place at the Thornhill Country Club on Friday February 22nd, between 12:00 and 1:00pm. DID YOU KNOW? … CPP and OAS is approximately …
DANGEROUS ASSUMPTIONS; Will you be financially prepared in retirement? Read More »
Here are some fun money and math tips and activities for people of all ages. Use these activities every day to keep your skills sharp!
When something drastic happens in your life, such as a loved one passing, who is left to pick up the pieces? The significant other is usually left to deal not only with their grief, but with all the responsibilities of the life changing event. This only adds physical and mental stress on top of all …
With the recent real estate boom in Canada, cottages and other vacation properties have increased significantly in value. These properties are now worth substantially more than their purchase price. At death, 50% of this increase value is subject to taxation. Are you aware of the impact this capital gains tax liability could have on your …
Dan Richards, president of ClientInsights, interviews Rob McClelland to get details about The McClelland Financial Group and what we do. Who is our natural clientele?
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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.
