6 Different Types of Traders

Did you know that there are at least six different types of trading strategies? Join Advisors Rob McClelland and Mike Connon as they run through everything from Momentum to Swing traders and discover the pros and cons of each. 
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Podcasts

Great Products, Horrible Investments

They may look like the next best thing, but the truth is they may not be reliable investments. Huge companies can rise to the pinnacle of their creation only to be in the red when it comes to the bottom line. Join us today as we examine Great Products, H…

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Podcasts

Finding Out the Truth Behind Active Mutual Funds

Advisors Rob McClelland and Mike Connon take a behind-the-scenes look at active mutual funds. Why is it that mutual funds continue to underperform their benchmarks? You may be surprised to know that many funds do not survive; many close or consolidate. Y…

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Podcasts

How We Can Do A Better Job For Our Clients

The goal of this company has always been to add value for our clients. You might be surprised to know that building your portfolio is one of the easier parts of what we do. Join us today as we examine our value proposition and which parts of it are geare…

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Podcasts

Is Canada a Good Place to Die

Today on ThinkSmart Financial Advisors, Rob McClelland and Mike Connon, discuss the ins and outs of dying in Canada. From the types of taxes, you face to some pretty simple things you can do to ensure that as much of your accumulated wealth can be passed…

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Podcasts

Change

We all know change is inevitable, but the pandemic has brought change to the forefront of many technological discussions. Outdated modes of communication are on their way to becoming a thing of the past. Join Us Today on ThinkSmart as we discuss the chan…

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Podcasts

10 Numbers We Think You Should Know

Is your savings rate at the right level for you to be able to retire? This is one of the 10 numbers that you should know when it comes to your financial life. Today on ThinkSmart Advisors Rob McClelland and Mike Connon discuss everything from the Rule of…

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Podcasts

The Good Ol’ Days

They weren’t always as perfect as we like to remember them, especially when it comes to financial products and advice.Front-end fees of 5-9%, deferred sales charges, minimum commissions, management fees, and hidden fees; it could be a very hostile enviro…

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Podcasts

Spending In Retirement

Today we look at the saving and spending habits of three different groups; The Frugal Foodies, The Prudent Families and The Extravagant Travelers and what makes each of them successful in attaining their ideal retirement goals. Which type are you?
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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.

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.