Your Financial Advisor is there to help you with the many decisions that impact your finances throughout your lifetime. Leaving them out of the loop on some of your most important choices is only doing you a disservice. Whether you’ve upsized your cottage or donated your liquid assets to fund your children’s first home purchase, keeping your Advisor apprised is an integral part of your whole-life equation.
Why You Should Involve Your Financial Advisor in Your Decisions
Related articles
How to Master Saving for Retirement
How To Master Saving For Retirement In the journey towards financial security, clearly understanding your expenses is paramount. It’s not just about knowing what …
Episode 257: Financial Planning For Summer Expenses
In this week’s episode of Think Smart with TMFG, hosts Rob McClelland and Mike Connon discuss the various considerations related to financial planning for anticipated summer expenses. They emphasize the importance of having a clear monetary plan for …
Episode 256: Capital Gains Inclusion Rate Changes In Canada
In this insightful episode of Think Smart with TMFG, financial experts Rob McClelland and Mike Connan examine the recent changes in Canada’s capital gains inclusion rate in detail. They thoroughly debunk media misconceptions and explain how the new c…
Financial Planning Advice from Canada's Top Financial Advisors
Sign Up To Receive Email Updates On The Financial Industry And Complimentary Workshops.
By providing your e-mail address you provide The McClelland Financial Group of Assante Capital Management Ltd. with your express consent to send you electronic communications. If you choose to discontinue receiving e-mails, you may withdraw consent by contacting [email protected].