McClelland University

Every year, we host McClelland University Event which is complimentary for our clients and invited guests* to educate them on topics that are top of mind. This year, it will be held on Friday, April 22nd, so save the date! Hosted by The McClelland Financial Group at the upscale Eagles Nest Golf Club, it is a day to sit back, relax, enjoy a warm and delicious breakfast and an even more fabulous lunch among like-minded friends.

This event will take place at the  Eagles Nest Golf Club on Friday April 22nd between 8:00am and 2:00pm.

Due to the overwhelming response last year, please register early.
There is limited seating.

About Our Speakers

Mike Connon | Senior Financial Advisor | Branch Manager
The McClelland Financial Group of
Assante Capital Management Ltd.

The History of The McClelland Financial Group
8:30-9:10am

If you ever wondered about how The McClelland Financial Group got its start, this is the time to learn everything you ever wanted to know.

Find out about the philosophy and the business plan, and about how it grew to a $339,000,000 practice servicing 500 households with a 98% retention rate.

Learn why the team of 11 has stayed together with minimum turnover since 1991 as well as how client loyalty and trust have never wavered.

Weston Wellington | Vice President | Dimensional Fund Advisors

Redefining Investment Advice
9:15-9:55am

Traditional investment approaches strive to beat the market by taking advantage of pricing "mistakes" and attempting to predict the future. Too often, this proves to be costly and futile. Predictions go awry and managers may hold the wrong securities at the wrong time, missing the strong returns markets can provide. Meanwhile, capitalist-based economies thrive, not because markets fail but because they succeed.

BREAK - 9:55-10:10pm

Plum Johnson | Award Winning Author | They Left Us Everything, won the 2015 RBC Taylor Prize | Founder of KidsCanada Publishing Corp.| Publisher of KidsToronto | Co-founder of Help's Here! (resource magazine for seniors and caregivers).

They Left Us Everything
10:10-10:50am

Plum Johnson's book, They Left Us Everything, was long-listed for the Leacock Medal for Humour, shortlisted for the Kobo Award, and won the 2015 RBC Taylor Prize for non-fiction.  Plum will be speaking about the true meaning of inheritance: love, loss, and what parents leave behind.

Laurel Pedersen | AVP of Individual Health Insurance Product Development | Sun Life Financial

The expected and unexpected implications of
living into our 90s
10:55-11:35am

The reality that we are all living longer is fairly well understood. Our journey into old age will come with health and personal care needs. A sound financial plan anticipates this journey and considers the options available to address the financial implications of our changing health.

BREAK 11:35-11:50am

Dr. Karyn Gordon | CEO of dk Leadership: Teaching Success Principles For Full Engagement In Work/Life | Producer/Host "Success Stories With Dr. Karyn" (TV & School Membership Resources) | Relationship/Career Expert For Good Morning America (USA) & Cityline (Canada) | Best-Selling Author, Speaker & Corporate Trainer

THE POWER OF CONFIDENCE
11:55-12:55am

This powerful presentation is about understanding the power of attitudes and how they impact every part of our life, professionally (managing, communicating, negotiating, risk-taking) and personally (relationships, parenting and body language). Confidence is one of the five core components of Emotional Intelligence and research by Harvard Business Review has shown that a high EQ "boosts career success, entrepreneurial potential, leadership talent, health and relationships".

Specifically, you will learn:

• What type of confidence you have
• How your confidence impacts every part of your life (managing, leading, risk-taking)
• 3 empowering practical steps to help you build your own confidence, as well as those around you!

Please RSVP as seating is limited.

Add Event Details To Your Calendar:

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

Click here to see a video of McClelland University in 2015

See our other workshop 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 Workshop session. Consent will be obtained, should you be captured in the video if the part is substantial, 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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