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Assante Capital Management Ltd. November 2021

Assante Wealth Management

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Our Two Cents

with TMFG

Your Monthly Update on Everything Going On in Your TMFG Financial World All in One Place. Ask TMFG videos, Our Podcast, Fun and Interesting Articles, Updates, Events and More.


 

Announcements
A special message from the TMFG team


Join Us For Our
Virtual Holiday Mystery
Cocktail Event

Join Us Virtually
Wednesday December 8th, 2021
4:00-5:00 pm
for our holiday mystery cocktail event.

A package of goodies will be available
for pick-up from our office.

Monday December 6th and 7th 8:30 - 5:00pm
or Wednesday the 8th until 2:00pm

Each package will have enough for 2 attendees.

We will also have a few rounds of TMFG Trivia.

Get to know all the things you
wanted to know about the gang.

Send in your questions in advance
in your RSVP email or ask them on the day.

Any questions that get used will get a holiday gift.

RSVPs will close Friday at 5pm

RSVP Holiday Cocktail Event

 

Announcements
A special message from the TMFG team

New Team Members

The TMFG family is growing again to help serve you better!

Paola Cuzzucoli – Receptionist

Lizzie Nguyen - Associate Financial Advisor

 

Announcements
A special message from the TMFG team



The McClelland Financial Group

Holiday Toy Drive

We can make a difference.

Every year we collect over 400 gifts for kids.

This year more than ever families are struggling to survive this pandemic. There is nothing as rewarding as seeing a happy child during the holiday season. Please help us make a difference in our city this year.

Donate Any Unused Toy
or Monetary Amount


We will be collecting donations at our office. All donations will be picked up by the CHUM foundation on on Monday December 20th. Unfortunately as the banks are not accepting donations this year that deadline will be final. Any toys received after that time will not be able to be included however monetary gifts can still be forwarded. Tax receipts for any monetary gifts will be sent at the end of January and will come directly from the CP24 CHUM CITY WISH FOUNDATION

Let's light up a few smiles
for the holidays!

 

Announcements
A special message from the TMFG team

Our very own
2021 Senior Women
Ontario Curling Champions

Sherry Middaugh, Karri-Lee Grant, Christine Loube, Jane Hooper Perroud

 

FINANCE
Light Read – Useful and Relevant

Finance

How Central Banks Think
About Digital Currency

View Infographic 

John Iaconetti B.A.S., Spec. Hons. Administrative Studies (Finance)
Financial Advisor
The McClelland Financial Group of Assante Capital Management Ltd.

Get In Touch

 

FUN CHARTS
Visual Delight – Interesting and Informative!

Fun Charts

A Long View Of Inflation

 

ROB'S READ
Medium Read – Interesting, useful and relevant finds by Rob McClelland.

Rob's Read

How to Talk to Your Adult Children About Your Finances. And Why It’s Important.

Barrons.com:

"As awkward and difficult as children may find it to discuss financial matters with their aging parents, it often is just as awkward and difficult for aging parents to talk about financial matters with their children. Some parents don’t like talking about their finances because they are afraid they won’t have enough for their own lifestyle and are embarrassed by it. Others don’t want their children to feel entitled or haven’t decided what to do with the money. Still others want to discuss it, but might not know how to get the conversation started."

View Article 

Rob McClelland RFP, CFP®, HBA
Vice President, Senior Financial Planner
The McClelland Financial Group of Assante Capital Management Ltd.

Get In Touch

 

LIFESTYLE
Light Read – Fun and Enjoyable!

Lifestyle

What supply chain issues mean for holiday shopping this year

MoneySense.ca:

"Have you started your Christmas shopping yet? If not, you might want to get on that ASAP, especially if your gift list includes the season’s most sought-after toys. (Desperately Seeking A Magic Mixies Magic Cauldron, we feel you.)"

View Article 

Get In Touch

 

Ask TMFG

Watch The Latest Videos

 

THINK SMART
Podcast – Listen to Mike and Rob and their latest thoughts and industry insights

Think Smart

 
 

Review us on Google!

Google Reviews help local businesses stand out in a crowd. If you have a Google account please take a moment to go to our page and give us a review. Thank you!

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7787 Yonge Street, Thornhill, ON, L3T 7L2
www.tmfg.ca | [email protected]
For more info please call: (905) 771-5200

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Copyright © 2021 The McClelland Financial Group.

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.

Commissions, trailing commissions, management fees and expenses, may all be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Please read the Fund Facts and consult your Assante Advisor before investing.

Certain employees of (TMFG Tax Service) maintain a relationship with Assante Capital Management Ltd. ("Assante") through which they sell investment products. The relationship that they have with Assante does not include tax preparation services which (TMFG Tax Service) is solely responsible. (TMFG Tax Service) is not associated in any way with Assante, and Assante has no responsibility for the tax preparation services offered by (TMFG Tax Service).

*Please note that a live recording may be conducted at our workshops. Consent will be obtained, should you be captured in the video.

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