Tuning Out the Noise
At Dimensional, we believe that the right financial advisor plays a vital role in keeping investors focused on what really matters.
Videos
The Effects of FX
Learn how currency exchange value fluctuations impact your investment return with our new Youtube video.
Building a Proper Tax Plan
Why is it important to have a tax planning strategy? What tools are needed to uncover all necessary information to create a tax planning strategy? Who does it benefit the most? Hear Rob McClelland address all of these concerns and outline the steps The McClelland Financial Group put in place to ensure you are paying the least amount of tax possible.
How to Build a Financial Plan
What does it take to create an investment portfolio? Where does one start? What products should be used? Hear Rob McClelland answer these questions and outline the steps involved in creating a proper investment portfolio.
The Importance of a Family Meeting
As financial planners, it is our responsibility to ensure the proper steps are implemented for efficient asset transfer between generations. In order for this to occur, we must understand the needs and goals of the people involved. We strongly recommend a family meeting to uncover these needs and to plan accordingly.
Reducing Taxes
Reducing your tax bill is one of the easiest ways to keep more money in your wallet. At The McClelland Financial Group we help you determine if you are paying the least amount of taxes possible. Using our Income Tax Minimizer, we can ensure that you are utilizing tax credits and deductions that are afforded to you from the CRA.
How to Survive a Bear Market…
Don’t overreact, be ready and embrace it.
Think of it as an opportunity!
Think of the stock market as “the process of permanent advance, punctuated, from time to time, by significant, but temporary declines.” Nick Murray
Your Financial Checklist with Carlo Cansino
Checklists offer organization and accountability. The feeling of crossing items off a list is satisfying because it provides a sense of progression – that your actions are leading you to a better position.
Investment Philosophy with Carlo Cansino
We, at The McClelland Financial Group of Assante Capital Management Ltd., are unwavering in our investment philosophy.
Engineers: Smart vs Professional
Specializing in engineers, I have come to realize that I enjoy working with intelligent people. I find myself enjoying the conversations outside of finance more than I do talking about the markets.
