COVID-19: What We’re Doing to Keep You and Our Team Safe

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We hope everyone is continuing to stay safe and healthy.

With the latest announcement from our premier to close all non-essential businesses, and in the best interest of our clients and team, we closed the office earlier this week.

Although our doors will be closed, we remain available to assist you as we operate remotely. Our office hours continue to be Monday to Friday, 8:30 am to 5:00 pm. Please contact us at (905) 771-5200.

Meetings

All meetings will be conducted via telephone/web conference using GoToMeeting. GoToMeeting is an easy-to-use online video and telephone conferencing software that allows us to meet virtually and share our computer screen.

Click here to learn how to use GoToMeeting, test your system compatibility or try a test session

Always be ready for your meeting by downloading the GoToMeeting app to your computer or mobile device – Download now

Deposits

At this time, we are unable to accept cheques for deposit. Deposits can be made using online banking or contact us for a pre-authorized debit to your bank account.

Tax Service

CRA has extended the tax filing deadline for individuals to June 1st . Taxpayers will have until September 1, 2020 to pay any 2019 income tax amounts owed.

For clients using TMFG Tax Service, we encourage you send your tax packages electronically. Packages sent to the office will be reviewed weekly and will therefore take longer to process. Packages can be sent electronically via email or easily uploaded to Box, our free online client file sharing and storage system. Below is a short video on how to upload files to Box.

 

Click Here to Register for BOX

Click here for more updates from Canada Revenue Agency

 

The McClelland Financial Group remains committed to providing you with support and excellent service. As always, if you have any questions or concerns please contact our office and we look forward to welcoming you back soon.

Warmest Regards,

Your TMFG TEAM

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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.

We have a team of advisors each specializing in varying portfolio sizes. Please let us know the approx. amount of your investable assets to help us to direct you to the advisor that is best suited to you.