Leveraging Excellence For Our Youth

boy with colored hands

We believe that everything in life is linked, in one way or another, to money. Money creates and limits what people can do and have. Expertise around money expands the possibilities that people can have in their lives. It gives them hope through clarity of actions required to achieve their dreams.

Financial intelligence gives people? the confidence and ability to do anything.

Our resident insurance expert here at The McClelland Financial Group also runs a program for youth called, “CAMP MILLIONAIRE”. Jorge created a curriculum that teaches financial literacy to all ages. He has partnered with Seneca College in the past and the TDSB recently has started to offer his curriculum for these programs. For this event, we are focusing on children between the ages of 7 to 12.

This is for our clients’ grandkids, children, and close friends’ children. We ask for 1 adult to be present for every 2 children to get the most impact.

We invite you to join us for our upcoming complimentary workshop. Each month, we will be introducing new and interesting topics. Invest just 60 minutes and it could save you and your family thousands of dollars.

This event will take place at the Thornhill Country Club on Monday, August 17th, 2015 between 12:00pm – 2:00pm. Lunch will be provided by The McClelland Financial Group.

What are the benefits?

  • confidence from greater knowledge about money and its varied uses
  • more responsibility around money, both their own and that of their family
  • a much broader understanding of the range of possible careers available to them
  • a feeling of greater control over their lives
  • leadership skills from role playing
  • better financial and overall communication with others

Join us, and help your children become more financially responsible adults.

About Our Speaker

Jorge Ramos, CFP, CLU, CHS
Jorge Ramos Senior Estate Planning Consultant
Assante Estate and Insurance Services Inc.

Jorge started in the life insurance industry 20 years ago as a career agent with London Life. After 10 years as an advisor, Jorge went corporate, by working for the head office of one of Canada’s top insurance companies as their in-house insurance expert.

Over this time, Jorge has risen to the peak of the insurance industry by securing the relevant industry designations, such as CFP, CLU, CHS (Certified Financial Planner Chartered Life Underwriter and Certified Health Specialist).

He is also an avid traveller and a triathlete, having completed his first olympic triathlon this past summer. Jorge is married with 2 girls and recently had an addition to the family – a 6 week old puppy.

Jorge’s role is to help clients mitigate the risks that come from death, disability and illnesses. All the best financial planning can be destroyed without properly offsetting these unavoidable risks.

RSVP – Please email zbuchanan@assante.com with the names for the children attending, their ages and your name. If you are not a client, please let us know which client referred you.

While we understand all topics may not pertain to you, we ask that you forward this invitation to friends and family who you believe may benefit from the workshop.

This is a complimentary event for clients and referred qualified guests.
Lunch will be provided by The McClelland Financial Group.

Related articles

Newsletter Images Articles

How Lower Interest Rates Affect Canadians

Canadians have been anticipating an interest rate decrease for the past six months. Why is the market so excited about an interest rate decrease? An ...
Read More →
Podcast Cover Podcasts

Episode 264: Top 10 Investment Mistakes

Welcome to another episode of Think Smart with TMFG, your go-to podcast for what’s newsworthy and relevant to everyday Canadians. Join Senior Financial Advisor Rob ...
Read More →
Newsletter Images Articles

Top 5 Tax-saving Tactics Every Gen-Xer Should Know

In this week’s article, we’re exploring five essential tax-saving strategies explicitly tailored for Gen Xers. Born between 1965 and 1980, Gen Xers are in their ...
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 tmfg@assante.com.

FREE RESOURCE

Get actionable financial insights from the Top financial planners in Toronto.

Toronto's Top Financial Advisors
Copyright Assante Wealth Management. © 2024

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.