Estate planning: Canada vs. the US.
Estate planning: Canada vs the US. As a client of the McClelland Financial Group, you already have a Financial Plan that helps you plan your life and build a successful future. So what does an Estate plan offer?
How Will Holistic Financial Planning Give My Life Direction?
Like most people, when you think of your life, you probably visualize a series of major milestones, acquisitions and events. Buying your first home. Yearly family vacations. Sending your children to university. Finally focusing on your favourite hobby once you retire. Now, take a moment to look at these images and vignettes from an aerial …
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Your Investment Protection
Our office has been very fortunate. The Lunch and Learn presentations have been successful in driving interest to our office from prospective clients. In the prospective client meetings, I am noticing a growing trend – people are concerned with the sustainability and solvency of our dealer, Assante Capital Management Ltd. This is not due to …
The Coming Bear Market
For those of you who attended McClelland University earlier this month, this will be a refresher. President and founder of The McClelland Financial Group, Rob McClelland, opened the event with his presentation entitled, “How to survive the coming bear market”. By the end of the presentation, the general feeling was “I need to embrace the …
Investment plan vs. financial plan…. what’s the difference?
In our business, we come across many Canadians who are diligently socking away savings for their retirement. RRSP contributions, TFSA contributions, non-registered assets and if they are fortunate enough, their savings will be augmented by an employer sponsored pension plan.
