Portfolio Management – More Than Investments
A good financial plan encompasses more than just investments, however many investment professionals agree that a low cost, balanced, diversified portfolio is key to the success of a financial plan.
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Confidently prepare and transfer wealth from one generation to the next.
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A good financial plan encompasses more than just investments, however many investment professionals agree that a low cost, balanced, diversified portfolio is key to the success of a financial plan.
How much will I need to RETIRE? How do I prioritize my SAVINGS? Will my family be financially SECURE if something happens to me? What type of asset mix should I have given my current situation?
The McClelland Financial Group will be supporting the PEO York Chapter at their upcoming tournament being held at Angus Glen Golf and Country Club.
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?
This month we would like to focus on individuals who are interested in making wiser decisions with their finances. We are enjoying our great partnership with our clients, and we are confident in our ability to serve them and you in the future. Come join us and listen to one of Thornhill’s top speakers discuss …
Looking for a financial advisor can be an overwhelming task. What institution should I use? What is the difference between a financial consultant, financial advisor, investment advisor, financial planner, or investment consultant? What makes a “good” financial professional? These are all questions that are asked and should be asked when searching for someone to help …
As I write this, the TSX has closed down 300 points and the Dow has closed 350 points. I’d say that it was a bad day in the market. It’s a good thing that nothing has changed in my financial situation or with my financial plan. Therefore, I plan on doing nothing. As an investor, …
Engineers by nature are curious, detail oriented individuals who like to know how everything works. They also like to have things explained to them in a clear and concise manner.
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 interesting topics. This event will take place at the Thornhill Country Club on Friday June 21st between 12:00 and 1:00pm. You will learn about: What you need to know …
Wills and Power of Attorneys; Death changes the nature of money… Read More »
With the global stock market performing as well as it has been over the last 16 months (MSCI All Country World Market Index USD was up 13.4% in 2012 and up 8.7% as of April 30, 2013), many investors are shying away from or reducing the amount of bonds in their portfolios. Why is this …
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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.