Financial Decisions: How do you make yours?

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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…

This event took place at the Thornhill Golf & Country Club on Thursday, May 26th 2016 between 12:00 and 1:00pm.

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

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.

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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.