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Assante Capital Management Ltd. May 2015

Assante Wealth Management

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The McClelland Financial Group
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WHO WILL CARRY OUT YOUR WISHES,
WHEN YOU'RE GONE?

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 & 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 dollars...

This event will take place at the Thornhill Golf & Country Club on Friday, May 29th, 2015 between 12:00 and 1:30pm.


You will learn about:

  • Pre-arranging your funeral (personalizing your funeral and paperwork needed)
  • Funeral options and what's involved
  • How to discuss final wishes with your family
  • How to lock in funeral expenses 
  • Things your executor needs to know
  • Burial vs Cremation - What other options are there?

Join us, and ask the questions you want to know.

About Our Speaker

These are just some of the serious concerns facing Canadians.


Mike Connon, Carlo Cansino and two special guest speakers Melanie D'Aloisio and Tara Collings from R.S Kane Funeral Home will discuss how these issues effect Canadians and present simple solutions on how to make wiser decisions.

Born in Kingston, Ontario Melanie was raised on her family's dairy farm. Her first insight to the funeral industry came from a high school co-op placement at a local funeral home. This experience motivated her to pursue funeral service as a career. Over the past 10 years Melanie has specialized in helping families preplan their memorial wishes. It has often been said that her warm and compassionate personality makes everyone feel like they're talking to a family member. In her free time you can find Melanie on the golf course with her husband or spending time with her young family and friends.

Please RSVP by Friday, May 15th, 2015

Click here to RSVP

Add Event Details To Your Calendar:

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To researve a seat please email Zahra Buchanan at Who will carry out your wishes workshop or call 905 771 5200 X229

While we understand all topics may not pertain to you, we ask that you forward this invitation to any friends and family you believe may benefit from the workshop.

This is a complimentary event for clients and referred qualified guests.
Lunch will be provided by The McClelland Financial Group.

Our educational workshops usually run between 12:00 and 1:30 pm at The Thornhill Golf and Country Club. In addition to learning the latest tips, trends and best practices in the field of wealth management, our workshops are a time to relax, enjoy a good meal with like-minded individuals, and learn about investment topics you want more information on. Our workshops are tailored to our clients’ requests and pertain not only to wealth management, but also anything from learning about how to write memoirs, preparing and drawing an air-tight will, estate planning, dividing assets after divorce, rookie investor mistakes, taxes, and more. Everything you need or want to know to make your lives more comfortable.


"Lunch & Learn" 
Qualified referrals are welcome.

Friday, May 29th
between 12:00 - 1:30pm
at the
Thornhill Golf & Country Club

7994 Yonge St.
Vaughan, ON
(Yonge St. & Royal Orchard Blvd.)

 

The McClelland
Financial Group

We simplify the financial 
lives of our clients. 

Our Services

  • Investment Planning
  • Estate Planning
  • Insurance Planning
  • Tax Planning
  • Legacy Planning
  • Retirement Planning
  • Special Needs Planning
7787 Yonge Street, Thornhill, ON, L3T 7L2
www.tmfg.ca
For more info please call: (905) 771-5200
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Copyright © 2014 The McClelland Financial Group.

See our other lunch and learn recordings - click here.

Assante Capital Management Ltd. is a member of the Canadian Investor Protection Fund and is registered with the Investment Industry Regulatory Organization of Canada. This material is provided for general information and is subject to change without notice. Every effort has been made to compile this material from reliable sources however no warranty can be made as to its accuracy or completeness. Before acting on any of the above, please make sure to see me for individual financial advice based on your personal circumstances. Insurance products and services are provided through Assante Estate and Insurance Services Inc.

*Please note that a live recording is taken at each Lunch and Learn or McClelland University session. Consent will be obtained, should you be captured in the video, at the time of your RSVP for the event.

**All personal information will only be used in accordance with your consent, and in compliance with Assante's Privacy Policy.


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