Holistic financial planning allows you to understand how realistic financial decisions you make affect other areas of your life. This way you can consider its short and long-term effects on your life goals thus allowing you to adapt more easily to life changes and feel more secure that your goals are on track. We invite …
Why Holistic Financial Planning? Are you ready for retirement? Read More »
DID YOU KNOW …that the average cost of a funeral in Ontario is $10,000. Are you aware that many families will fight over your funeral arrangements if nothing has been directed by you… creating pain and heartache among family members. We invite you to join us for our upcoming complimentary workshop we call the “Lunch …
Who Will Carry Out Your Wishes, When You’re Gone? Read More »
Life, Disability, Long-Term, Travel and Health and Dental Insurance. What are your questions? We have the answers. We invite you to join us for our upcoming complimentary workshop we call the “Lunch & Learn” series. Each month we will be introducing new and interesting topics. Invest just 60 minutes and it could save you and …
We invite you to join us for our upcoming complimentary workshop we call the “Lunch & Learn” series. Each month we will be introducing new and interesting topics. Invest just 60 minutes and it could save you and your family thousands of tax dollars… This event took place at the Thornhill Golf & Country Club on Monday, February …
We invite you to join us for our upcoming complimentary workshop we call the “Lunch & Learn” series. Each month we will be introducing new and interesting topics. This event took place at the Thornhill Golf & Country Club on Monday, January 26th between 12:00 and 1:30pm. Do you have a dream of what retirement …
We invite you to join us for our upcoming complimentary lunch and learn workshop. Each month we will be introducing new and interesting topics. This event took place at the Thornhill Golf & Country Club on Monday, December 8th between 12:00 and 1:00pm. Pairing your favorite chocolate with the right wine will create an unforgettable sensory experience. …
Nothing is better than Pairing Chocolate with Wine Read More »
We invite you to join us for our upcoming complimentary workshop we call the “Lunch & Learn” series. Each month we will be introducing new and interesting topics. This event took place at the Thornhill Golf & Country Club on Monday, November 17th between 12:00 and 1:00pm. It doesn’t have to be complicated. Estate planning …
You died…Now what happens to your assets? A step by step guide. Read More »
We invite you to join us for our upcoming complimentary workshop we call the “Lunch & Learn” series. Each month we will be introducing new and interesting topics. This event will be a joint collaboration between The Canadian Cancer Society and The McClelland Financial Group . Invest just 60 minutes and it could save you …
We invite you to join us for our upcoming complimentary workshop we call the “Lunch & Learn” series. Each month we will be introducing new and interesting topics. This event took place at the Thornhill Golf & Country Club on Friday, September 26th between 12:00 and 1:00pm. Theft of personal information for the use of …
Identity Theft and Prevention: Are you a target? Read More »
We invite you to join us for our upcoming complimentary workshop we call the “Lunch & Learn” series. Each month we will be introducing new and interesting topics. This event took place at the Thornhill Golf & Country Club on Friday, August 22nd between 12:00 and 1:00pm. The market has reached all time highs. What …
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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.
