Advanced Investment Strategies for the Savvy Investor Workshop

Share on facebook
Share on twitter
Share on linkedin

Do you ever ask yourself why so many people seem to achieve financial success faster than you? Does it feel like everyone around you is making wise investments, managing their tax situation effectively, becoming debt-free sooner than you, saving enough each month for their retirement fund all the while they are still in their 40s and 50s?

Although asking these types of questions over and over again is frustrating for you, they are actually the kind of thoughts you need to have in order to get you to where you eventually want to be — financially in control and free.

You don’t need to struggle with these questions on your own anymore.

Our financial planners are poised with the investment knowledge and tools needed to analyze your current financial state, and map out the process that you will need to undertake to get you to where you want to be financially, and maybe, just maybe exceed the success of those people you’ve been envying so far.

Stop asking questions today and start learning strategies to invest in tomorrow. We will help you master the 5 important investment pillars that serve as the foundation of strategic, simple investing:

  1. Making strategic market pricing decisions
  2. Manipulating current markets in your favour
  3. Understanding the key principles that drive strong portfolio returns in any market
  4. Learning the myths around timing the market
  5. Control factors within your reach while investing

This event took place at the Sheraton Parkway (Hwy 7 and Leslie) on Monday, September, 21, 2015 between 12:00 – 1:00pm.


About Our Speaker

Mike Connon

Michael Connon, B.Sc, CFP

Senior Financial Planning Advisor, Co-Branch Manager, Certification in Estate Planning and Trust Strategies

Assante Capital Management Ltd.

Michael Connon is a financial educator and advisor in the Thornhill area who has been helping thousands of investors, retirees and pre-retirees from companies such as RIM, Imperial Oil, IBM, Royal Bank, and Procter & Gamble, etc. Michael has his Bachelor of Science degree from the University of Western as well as the CFP (Certified Financial Planner) designation and is a Senior Financial Advisor and Branch Manager of Assante Capital Management Ltd. Please note that CFP professionals are a body of licensed financial planners that have met the strict standards necessary to attain this designation. Michael is regarded as a local expert in teaching investors how to minimize risk and maximize income.

Mike resides in Aurora with his beautiful wife Ginny and their two young children. In his spare time, he enjoys playing his guitar and attending his son’s soccer games.

 

Related articles

The Great Escape Webinars & Virtual Events

The Great Escape

The Great Escape. Most of us have seen the famous movie “The Great Escape” and of course this is the war story we all think …

Read More →
Results Rob's Reads

‘More spending, more deficits, more lacklustre GDP growth’: Reaction to election results

It’s been 1 week since the election and people are starting to think about what’s in store for our country’s future. Here are some opinions …

Read More →
Lease vs Buy Articles

Lease vs Buy

A client approached me with this question the other day. Ahh, the age-old question that really doesn’t have a “right” answer. There are pros and …

Read More →

Financial Planning Advice from Canada's Top Financial Advisors

Sign Up To Receive Email Updates On The Financial Industry And Complimentary Workshops.

By providing your e-mail address you provide The McClelland Financial Group of Assante Capital Management Ltd. with your express consent to send you electronic communications. If you choose to discontinue receiving e-mails, you may withdraw consent by contacting [email protected].

Copyright Assante Wealth Management. © 2021

Disclaimer | Assante advisory services are offered through Assante Capital Management Ltd. Assante Capital Management Ltd. is a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada. The services described may not be applicable or available with respect to all clients. Services and products may be provided by an Assante advisor or through affiliated or non-affiliated third parties. Some services and products may not be available through all Assante advisors. Services may change without notice. Insurance products and services are provided through Assante Estate and Insurance Services Inc.

We have a team of advisors each specializing in varying portfolio sizes. Please let us know the approx. amount of your investable assets to help us to direct you to the advisor that is best suited to you.