Six Mistakes Investors Make: Ask the Advisor with Carlo and John: Are your investments properly tax-sheltered? Are you reducing your investment risk as much as possible? Do you know what type of fee you are paying and is it the best for your situation? Rated top advisors in Canada by Wealth Professional Magazine, join Carlo …
People are inundated with investment information and it is difficult to determine what advice to follow and what is best for your situation. Discover the 6 mistakes that investors commonly make and learn how to avoid them!
People are inundated with investment information and it is difficult to determine what advice to follow and what is best for your situation. Discover the 6 mistakes that investors commonly make and learn how to avoid them!
An engaging exchange of ideas between clients and Advisors Rob McClelland and Mike Connon. What do you need us to address? What’s on your mind? Send us your questions and we’ll answer them in our live webinar. Feel free to share this invite with friends, family or colleagues. Referees should register with their own name …
Payoff my mortgage or invest the money? Should I make a lump sum investment or wait and see? Are you confident you know the right answer? Get the answers you need. We welcome all questions ahead of time as well as during the webinar. If there is something concerning you we’re here to help.
Have you experienced loss of income? Has your portfolio dropped dramatically? Is your retirement on hold? We want to hear from you. Submit any question to Ask the Advisor and we’ll answer.
July 22nd Webinar 12:00-12:30pm Followed by 30 minutes of Q&A Join one of Canada’s Top Advisory Teams, The McClelland Financial Group and advisors, John Iaconetti and Carlo Cansino, as they share with you the best practical financial solutions to get you through these unparalleled times. Your Hosts John and Carlo will teach you: Why your …
Join one of Canada’s Top Advisory Teams, The McClelland Financial Group and advisors, John Iaconetti and Carlo Cansino, as they share with you the best practical financial solutions to get you through these unparalleled times. You will learn to: Construct your portfolio and investment plan Build good financial habits Remove emotion and bias from your …
10 Steps to Take The Emotion Out of Financial Decisions Read More »
June 24th Webinar 12:00-12:30pm Followed by 30 minutes of Q&A Join one of Canada’s Top Advisory Teams, The McClelland Financial Group and advisors, John Iaconetti and Carlo Cansino, as they share with you the best practical financial solutions to get you through these unparalleled times. Your Hosts John and Carlo will teach you: Why your …
Followed by 30 minutes of Q&A June 4th Webinar 12:00-12:30 pm Join one of Canada’s Top Advisory Teams, The McClelland Financial Group and advisors, John Iaconetti and Carlo Cansino, as they share with you the best practical financial solutions to get you through these unparalleled times. You will learn to: Construct your portfolio and investment plan …
10 Steps to Take the Emotion Out of Emotionally-Driven Financial Decisions Read More »
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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.
