Open Forum – Ask the questions
you want to know…
Do you have any burning questions to ask your advisor, but haven’t had the opportunity?
Do you feel heated about any political issues that may affect your financial position?
Tired of the smokescreen the media or other advisors give you when it comes to fees?
If any of those questions create a fire in your belly, then come to the next lunch and learn. Hosted and presented by your very own advisory team, this open mic, no holds barred question and answer session is the 2016 can’t-miss event.
Rob McClelland, Mike Connon and Carlo Cansino will be there to answer and clear up any questions or misconceptions you may have about the financial industry. Some topics we will address are as follows:
- What are the upcoming Investment industry changes and how will they affect me?
- Does insurance make sense at my age?
- How do banks and advisors get paid?
- How will the US election affect the market?
And much more…
The McClelland Financial Group Speakers
An expert on how to minimize risk and maximize income during pre and post-retirement stages, Rob McClelland has assisted thousands of investors achieve their financial goals over the past 25 years. A prolific speaker and financial educator, Rob has been a featured guest on ‘Report on Business’ and has written for the Canadian-acclaimed newspaper, the Financial Post. Rob has built a successful business at The McClelland Financial Group as evidenced by being honoured as one of the top 50 financial advisors in Canada the past 3 years.
Michael Connon is a Senior Financial Planner and co-owner of The McClelland Financial Group of Assante Capital Management Ltd. Throughout his career, he has been helping thousands of investors, retirees and pre-retirees from companies such as RIM, Imperial Oil, IBM, Royal Bank, and Proctor & Gamble, etc. Michael has achieved a Certification in Estate Planning and Trust Strategies, in addition to being a Certified Financial Planner professional. The CFP designation is deemed to be the international standard at which Financial Planners are measured.
Carlo Cansino 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 professional. Carlo Cansino has written for Wealth Professional magazine in addition to actively contributing to Investment Executive, Canada’s national newspaper for financial services industry professionals. The lead article writer for our client newsletter, Carlo also has a following on our YouTube video channel.