Tuning Out the Noise
At Dimensional, we believe that the right financial advisor plays a vital role in keeping investors focused on what really matters.
Feel excited about life during retirement.
Plan for your family’s future with confidence.
Feel excited about life during retirement.
Confidently prepare and transfer wealth from one generation to the next.
With so many financial advisors, why us?
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Hot topics, need to know, and advice shared by our Financial Advisors.
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TFSA vs. RRSP? Cash flow calculator? Check out our tools and calculators and start investing with confidence – whatever your goals are.
At Dimensional, we believe that the right financial advisor plays a vital role in keeping investors focused on what really matters.
Learn how currency exchange value fluctuations impact your investment return with our new Youtube video.
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.
What does it take to create an investment portfolio? Where does one start? What products should be used? Hear Rob McClelland answer these questions and outline the steps involved in creating a proper investment portfolio.
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.
Don’t overreact, be ready and embrace it.
Think of it as an opportunity!
Think of the stock market as “the process of permanent advance, punctuated, from time to time, by significant, but temporary declines.” Nick Murray
Checklists offer organization and accountability. The feeling of crossing items off a list is satisfying because it provides a sense of progression – that your actions are leading you to a better position.
We, at The McClelland Financial Group of Assante Capital Management Ltd., are unwavering in our investment philosophy.
Specializing in engineers, I have come to realize that I enjoy working with intelligent people. I find myself enjoying the conversations outside of finance more than I do talking about the markets.
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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.