Day: July 1, 2020

10 Steps to Take The Emotion Out of Financial Decisions

Join one of Canada’s Top Advisory Teams, The McClelland Financial Group and advisors, John Iaconetti and Carlo Cansino, as they share with you the best practical financial solutions to get you through these unparalleled times. You will learn to: Construct your portfolio and investment plan Build good financial habits Remove emotion and bias from your …

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Taxes

“At TMFG, we review our clients’ tax situation annually. And that typically starts with a review of the most recent tax return and notice of assessment. From these reviews, I have seen many different attitudes when it comes to the results. But, more often than not, most are quite happy to receive a refund. Now, …

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5 Lessons Wine Teaches You About Investing

Investing is a difficult topic for most Canadians. As advisors, we look for the best way to make complex concepts into easily digestible information for our clients. The following article does a great job of simplifying important investing concepts to the relatable topic of wine.

Introducing Mandi Sekhon

We are happy to introduce you to our newest team member Mandi Sekhon. Mandi has over 5 years of financial industry experience with Assante in various roles with Dealer Operations, Compliance (Registrations) and as an unlicensed assistant to a financial advisor. In addition to her financial industry background, Mandi has operated a successful small business …

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