Six Mistakes Investors Make With Their Finances

Complimentary Workshop

Are you interested in making wiser decisions with your finances?

Come join us and listen to one of Thornhill’s top speakers discuss money and the pitfalls to avoid when saving for your future.

This workshop could save you and your family thousands.

This event took place at the Thornhill Golf & Country Club on Thurs. Sept. 22, 2016 between 6:00 and 7:00pm. Please RSVP as seating is limited.

You will learn:

  • One Of the Investor’s Biggest Mistakes and How To Avoid it
  • Three Ways To Get An Immediate Increase In Your Income
  • How To Reduce Your Tax Bill
  • Do Your Fees Matter?
  • Do Fund Managers Outperform The Market?

About Our Speakers

Rob McClellandAn expert on how to minimize risk and maximize income during pre and post-retirement stages, Rob 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.

Mike ConnonMichael 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 CansinoCarlo 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.

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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.

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