We, at The McClelland Financial Group of Assante Capital Management Ltd., are unwavering in our investment philosophy.
Simply put, we believe in the following:
- Capture the power of the capital markets for long-term growth.
- Mitigate risk by diversifying broadly across all sectors and geographic regions at all times.
- Reduce fees and taxes and you will increase your overall rate of return.
- Focus time and resources on things that are within our control (i.e. asset allocations; fees; expectations; behaviour; etc.)
Our clients’ Investment Policy Statements are the blueprint to how their accounts are managed. We do not recommend changes in reaction to market performance, nor do we make recommendations in anticipation of what we think the market will do. Working with The McClelland Financial Group, you can rest assured that you are receiving disciplined and objective investment advice.