"Best one yet!"

"Loved the speakers!"

On April 27th, these comments were often overheard as we celebrated our biggest client appreciation event of the year, McClelland University!

Annually, we honour our loyal clients by hosting them to a half day of entertainment, education and two flavourful meals. This year’s McClelland University was the first major event planned by our new Marketing Manager, Amber Mazurkiewicz. She did not disappoint. From the new design of the stage, to the additional buffet line, everyone’s experience was a great one.

Choosing the speakers is always a challenge as we attempt to appeal to a diverse group. Though, this year’s speakers offered enough variety that provided interest to all attendees.

Rob McClelland and Mike Connon opened McClelland University by summarizing the results of our latest client survey. In addition to that, they discussed the importance of Family Meetings. Mike outlined the process and benefits of having all relevant parties involved in this estate planning discussion.

Rob and Mike were followed by Christian Newton, of Dimensional Fund Advisors (“DFA”). Christian, a repeat speaker from last year, spoke of DFA’s investment philosophy, choosing to use metaphors that would appeal to people of all levels of investment knowledge and experience.

Erin Bury is a technology guru who outlined the latest trends in technology that is currently sweeping the world. The newest gadgets and services she focused on are bound to make everyone’s lives a little easier and wallets a little lighter.

Erin was followed by Jamie Cohen a graphotherapist and handwriting analysis expert. He is a sought-after keynote speaker and has had his TEDx talk viewed over 1 million times. To entertain the crowd, he even did a live analysis of Rob McClelland’s handwriting. In Rob’s own words, he was pretty spot on.

Our final speaker was widely known nutritionist, Julie Daniluk. Similar to Jamie, she has made many television appearances including a regular broadcast on the Oprah Network and the Social and is a bestselling author. Her easy going speaking style was a hit with the crowd, evidenced by the seemingly never-ending line of anxious autograph seekers.

Another McClelland University on the books, so to speak. We look forward to hosting the next.

Carlo Cansino, FMA, FCSI, CFP Senior Financial Advisor The McClelland Financial Group of Assante Capital Management Ltd.

Top 10 Countries to Visit for 2018

1. CHILE

Chile is located along the west coast belly of South America amid the beautiful mountains, blue oceans and arid deserts. You will never be bored here after exploring the rainforests, shopping the city or viewing the active volcanoes. There is something for every type of traveller here in Chile.

2.SOUTH KOREA

This year might be your year to travel to South Korea as the 2018 Winter Olympics are being hosted here in the city of Pyeongchang. Outside of the Winter Olympics there is much more to see including South Korea’s capital, Seoul, with the soaring high-rises and its innovative style. You can experience their beautiful culture all while soaking in the gardens, museums, landscapes and coasts.

3. PORTUGAL

If your type of travelling includes art, culture and cuisine, Portugal is the destination for you. Amongst their golden beaches that have earned the coveted Blue Flag rating are Medieval castles, cobblestone villages, and captivating cities. Portugal is a state of history that will certainly leave you with many takeaways to share with your family back at home.

4. DJIBOUTI

Small but mighty is what you can call the beautiful nation of Djibouti located in Africa. You may want to plan your travels to Djibouti soon as it won’t be here forever; it is slowly separating as the tectonic plates are diverging in three. Due to this shift, you can experience the steamy Martian-like deserts, crystalizing sunken salt lakes and magma beneath the ever-thinning crust. If you are one to witness what Mother Nature is capable of during your travels, this is the place for you.

5. NEW ZEALAND

New Zealand is a certainly a destination on my bucket list to experience. If you are an adventure-seeker like myself, you’ll want to hike the trails to explore the mind-blowing topography. The west coast of New Zealand’s South Island hosts Milford Sound which is one of the most beautiful fjord’s in the world (seen in the above picture). Outside of the mountains and lakes, you can also experience adventure in New Zealand’s Queenstown including bungee jumping, jet-boating and alpine heliskiing.

6. MALTA

Malta is another island country that you should visit in 2018 specifically as it’s capital, Valetta, is the European Capital of Culture for 2018. During this time you can expect baroque, pop and international film festivals and a contemporary art biennial. You will also be able to experience Malta’s beautiful weather with over 300 annual days of sunshine.

7. GEORGIA

If you are a wine connoisseur, Georgia is the country for you as they claim to be the birthplace of wine. Located in Europe, their beautiful green valleys are spread with vineyards and old churches. Georgia is also a country of history, so grab your wine and come along for a tour.

8. MAURITIUS

Instead of heading to another Caribbean all-inclusive resort, book your stay on the beautiful island of Mauritius. Located in Africa, Mauritius is said to be “made first and then heaven, heaven being copied after Mauritius” according to Mark Twain. It is known for its luxurious beach resorts and sapphire seas where you can do all the same activities as those Caribbean all-inclusive’s but more!

9. CHINA

China is the world’s most populous country. With that name, it must provide travellers with BIG experiences and it does just that. Especially known for its innovation, you can experience all of China with the world’s largest high-speed rail track taking you from the Forbidden City to hiking the Gorge to The Great Wall.

10. SOUTH AFRICA

2018 is the year for South Africa! The legendary leader, Nelson Mandela, will be honoured this year with an official programme of events called “Nelson Mandela Centenary 2018: Be the Legacy”. Events will range from sports to education to arts. Outside of this event, South Africa is one of the best safari destinations so hop on and experience the great outdoors!

The above-mentioned travel insurance service, TuGo, its views and/or opinions are for general information only. They should not be considered as product endorsement or for promotional purposes by Assante Wealth Management.

Chelsey Chartren, B. Com Financial Advisor The McClelland Financial Group of Assante Capital Management Ltd.

Monday May 14, 2018

Rob McClelland speaks at the 4th Annual Canadian Funds Summit on the Elite Advisor Power Panel on “How Top Advisors Grew Their Business and Modern Strategies to Elevate your AUM”. As always Rob reiterated his tried and true focus “My clients are my focus, they are my boss”.

SAVE THE DATE
for the next
Lunch and Learn

June 25th

Assante Capital Management Ltd. is a Member of the Canadian Investor Protection Fund and 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.

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