5th Annual McClelland University -Client Appreciation Event

Share on facebook
Share on twitter
Share on linkedin

Every year, we have our McClelland University Event which is complimentary for our clients and invited guests to educate them on topics that are top of mind. This year, we will have it on Friday, April 25th. Hosted by The McClelland Financial Group at the upscale Eagles Nest Golf Club, it is a day to sit back, relax, enjoy a warm and delicious breakfast and an even more fabulous lunch among like-minded friends.

This event took place at the Eagles Nest Golf Club on Friday, April 25th between 8am and 1pm.

This complimentary event will feature topics on Investments – Point Of No Return by Rob McClelland, founder of The McClelland Financial Group of Assante Capital Management Ltd.; Investment Alternatives by Brad Steiman, CFA, Vice-President at Dimensional Fund Advisors LP.; Getting Passion Out of Your Life by Nina Spencer, Canadian Motivational Speaker; Long-Term Care by Sarah Gallienne, Regional Sales Director at Sun Life Financial. Our special guest speaker is none other than Jennifer Jones, 2014 Sochi Olympic Gold Medalist.

Some portions of this event have not been recorded due to proprietary restrictions…

Rob McClelland
RFP, CFP, HBA, Vice President, Co-branch Manager, Senior Financial Advisor


Point of No Return 

1. Learn why investing and emotions don’t mix.
2. Why market cycles do not follow economic cycles.
3. Find out when is the right time to invest.
4. Learn why your rate of return is based on luck not skill.

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.