On April 27th, these comments were often overheard as we celebrated our biggest client appreciation event of the year, McClelland University! Annually, we honour our loyal clients by hosting them to a half day of entertainment, education and two flavourful meals. This year’s McClelland University was the first major event planned by our new Marketing Manager, Amber Mazurkiewicz. She did not disappoint. From the new design of the stage, to the additional buffet line, everyone’s experience was a great one.
McClelland University: “Best one yet!” “Loved the speakers!”
Related articles
Episode 29: Becoming A Great A Client Takes A Little More You Might Expect
Becoming a good client requires a great advisor. The importance of having sound advice and taking it. Savers vs. spenders and what it can mean to the future of your plan. The importance of goal setting and finally muffins are they really where it’s a…
Episode 33: Technology: Making Us Way Better At What We Do!
Technology has had a huge impact on financial services. Market efficiencies are translating to enormous benefits for clients. Listen here today for more insights in part 2 of our debrief of DFA’s Charlotte, NC conference.
Retirement is Shorter Than You Think
In this episode of Think Smart with TMFG, your hosts, Senior Financial Advisors Rob McClelland and Mike Connon from Assante Capital Management Ltd., dive into the issue of how long retirement could last depending on the age you retire, referencing a …
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].