What should guide you in your financial decisions? Do you want an investment plan that does not make your stomach queasy every time the market drops? How can you take the worry out of your long-term investment plan?
We invite you to join us for our upcoming complimentary workshop we call the “Lunch & Learn” series. Each month we will be introducing new and interesting topics. Invest just 60 minutes and it could save you and your family thousands of tax dollars…
You will learn:
- What are components of a great financial plan?
- How do advisor fees impact your investment returns?
- How can an investment policy statement minimize your mistakes?
- Why is rebalancing the only active trading you should engage in?
About Our Speaker
Carlo Cansino, FMA, FCSI, CFP
Carlo, a senior financial advisor at The McClelland Financial Group of Assante Capital Management Ltd. 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 (CFP) professional, the international standard at which Financial Planners are measured.
Carlo has been an active contributor of peer-counselling groups, boosting health awareness on University campuses.