Fireside Chat with
The McClelland Financial Group Advisors

Open Forum - Ask the questions you want to know...

Do you have any burning questions to ask your advisor, but haven't had the opportunity? 

Do you feel heated about any political issues that may affect your financial position? 

Tired of the smokescreen the media or other advisors give you when it comes to fees?

If any of those questions create a fire in your belly, then come to the next lunch and learn.  Hosted and presented by your very own advisory team, this open mic, no holds barred question and answer session is the 2016 can't-miss event.

Rob McClelland, Mike Connon and Carlo Cansino will be there to answer and clear up any questions or misconceptions you may have about the financial industry. Some topics we will address are as follows:

• What are the upcoming Investment industry changes and how will they affect me?
• Does insurance make sense at my age?
• How do banks and advisors get paid?
• How will the US election affect the market?

We invite you to join us for our upcoming complimentary workshop. 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 Country Club on Thursday, November, 17th between  6:00pm - 7:00pm. Dinner will be provided by The McClelland Financial Group.

Since it is getting close to the holiday season and as some of you know we sometimes take donations at our events, I would like to ask that we support Second Harvest.

Second Harvest is a Food Bank for families who are unable to afford food and other necessities on their own. These are people within our communities. 100% of our donations for this event will go to Second Harvest.

Your ticket to this event is a non-expired non-perishable (Examples- pasta, toothbrushes, baby food, canned items etc.) OR a $5 donation per person.

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

Please RSVP as seating is limited.

Add Event Details To Your Calendar:

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.

Dinner will be provided by The McClelland Financial Group.

The McClelland Financial Group Speakers

An expert on how to minimize risk and maximize income during pre and post-retirement stages, Rob McClelland has assisted thousands of investors achieve their financial goals over the past 25 years. A prolific speaker and financial educator, Rob has been a featured guest on 'Report on Business' and has written for the Canadian-acclaimed newspaper, the Financial Post. Rob has built a successful business at The McClelland Financial Group as evidenced by being honoured as one of the top 50 financial advisors in Canada the past 3 years.

Michael Connon is a Senior Financial Planner and co-owner of The McClelland Financial Group of Assante Capital Management Ltd. Throughout his career, he has been helping thousands of investors, retirees and pre-retirees from companies such as RIM, Imperial Oil, IBM, Royal Bank, and Proctor & Gamble, etc. Michael has achieved a Certification in Estate Planning and Trust Strategies, in addition to being a Certified Financial Planner professional. The CFP designation is deemed to be the international standard at which Financial Planners are measured.

Carlo Cansino has achieved several industry designations such as the Financial Management Advisor and Fellow of the Canadian Securities Institute, regarded as the highest honour and most senior credential in Canadian financial services. He is also a Certified Financial Planner professional. Carlo Cansino has written for Wealth Professional magazine in addition to actively contributing to Investment Executive, Canada's national newspaper for financial services industry professionals. The lead article writer for our client newsletter, Carlo also has a following on our YouTube video channel.

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 may be conducted at our workshops. Consent will be obtained, should you be captured in the video.

During some of our workshops we may ask for a small donation or a non-perishable food item on behalf of a noteworthy charitable organization. An example of this would be canned food or a cash donation of your choice.

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

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