The US Debt Ceiling is likely a concept that you’ve heard of or read headlines about within the last couple of months. It is starting to garner a little more attention given the proximity to the June 1st “X-date”. In short, the debt ceiling is a restriction imposed by the US Congress on the amount …
This is a great time of year for sports. We just had March Madness in college basketball. The Masters gave us the first golf major of the year. The baseball season is underway. And, the NBA and NHL are finishing round 1 of the playoffs. I’m sure many of you reading this have put together …
Like any Canadian who has a market-based investment portfolio, headlines in the media can make for a very anxious journey. Good and bad news alike, can cause emotional reactions and potentially invoke bad decision making. Long-term investing does not have to be worrisome exercise. You can have a more enjoyable investment experience by subscribing to …
Three Investment Principles To Minimize Headlines-Induced Anxiety Read More »
Have you ever bought roses on Valentine’s Day? Odds are you paid a premium to buy those roses for your loved one. However, you weren’t the only one. The increased demand and competition for roses on Valentine’s Day drives up the prices. Simple supply and demand. This concept can be translated to the stock market, …
Being Flexible Can Save You Money And Yield Better Stock Market Returns Read More »
Earlier this month I met with a client who shared the sad news that his father had passed away. Along with dealing with the emotional loss of a parent, he is now tasked with the distribution of his estate. The biggest issue being, locating his will. The will is an important document. It allows the …
Do Your Survivors a Favour and Pass Away With a Will Read More »
Well, it depends on who you ask. In order to answer the question, we have to establish what an RRSP is and what the benefits are. In short, an RRSP stands for Registered Retirement Savings Plan. Created in 1957, the RRSP is a type of investment account that provides income tax deferral opportunities to Canadians …
It’s official – 2023 TFSA contribution room is $6,500! Be sure to make the adjustments to your pre-authorized contributions to utilize all the room. Let’s take this time to remind ourselves of some of the benefits of the Tax Fee Savings Account. In reality, the vehicle was misnamed from its inception. A more accurate name …
With interest rates on the rise, why would anyone take market risk and invest their money? Great questions, but I have 3 important reasons why: Take care of your future self Preserve your money against inflation Replace your human capital with financial capital The common theme to all these reasons is that you are taking …
As a client of The McClelland Financial Group (“TMFG”), you have become accustomed to having our next meeting scheduled in the current one. This is an effective method of ensuring we maintain consistent contact. But, we understand life gets busy, and meetings get cancelled. Given our past experience, cancelled meetings should be rescheduled immediately. Otherwise, …
As a client of The McClelland Financial Group (“TMFG”), you have become accustomed to having our next meeting scheduled in the current one. This is an effective method of ensuring we maintain consistent contact. But, we understand life gets busy, and meetings get cancelled. Given our past experience, cancelled meetings should be rescheduled immediately. Otherwise, …
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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.
