How to Build a Financial Plan

How to Build a Financial Plan

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.

The McClelland Financial Group of
Assante Capital Management Ltd.

Location: 7787 Yonge Street, Thornhill, ON, Canada, L3T 7L2
Telephone: 905 771 5200
Website: www.tmfg.ca

Managing your money and planning your financial security are not easy tasks. Time constraints, ever changing tax laws, a confusing assortment of investment options — all present roadblocks for most people in addressing their financial affairs in any effective and coherent way.

As your trusted financial advisor, our objective is clear — to assist you in ensuring a secure financial future for you and your family. After meeting with you and discussing your current objectives we begin developing a plan for your financial future. Produced in consultation with our team of professionals, this strategy lays the foundation to ensure that no matter what happens to the economy, the stock market, or the world, you will feel comfortable and confident in being able to secure your financial future. Our disciplined application of our strategy means you can rely on us to make it happen.

Watch the attached video for more information:


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