Carlo Cansino

Why is it important to keep your meetings?

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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How to deal with a bear market

How to deal with a bear market – stick to your plan.

Seeing negative returns on your portfolio statement never feels good.  Have I made the right investments?  Did I choose the right advisor?  Will I be able to retire comfortably? In this current market volatility, you’ve likely asked yourself one or all of these questions.  The easy answer is “stick to your plan”.  But that only …

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The Responsible Tax Refund

Family Meetings

“Happy Birthday to you. Happy Birthday to you. Happy Birthday dear mom. Happy Birthday to you! Now, let’s talk about your estate and who will look after the distribution when you pass away.” Not the warmest of segues to be heard at a birthday celebration. However, unless it is done, a very important conversation that …

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GIC-the good

GICS – The Good, The Bad and The Ugly – COVID edition

Most Canadians are familiar with the term GIC – Guaranteed Investment Certificate. For those that are not, a GIC is a type of fixed-income investment provided by financial institutions. Typically offered in specific terms (1 – 5 years), a GIC guarantees interest payable and the return of principle at the end of the term. Like …

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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.