Retirement Planning For Retirees

Living well in retirement

Helping retirees worry less and enjoy life more.

Be confident about life in retirement

You deserve a custom-built plan by a trusted Financial Advisor to unite all of your assets and wealth into a solid strategy for steady retirement income.

Live well in retirement

Our Financial Advisors do more than help
you acquire wealth, we help you with:

cash flow, income planning

Cash flow, income planning

Helping you confidently use logic and science to beat the market rather than outguessing it.
tax reduction

Reduce your tax bill

Effective tax strategies to reduce your tax while boosting your savings.
Estate Planning

Estate planning

Whether you want to give your children and grandchildren the gift of financial security or transfer your wealth one generation to the next, our team of advisors can help.

A Retirement Plan Tailored to Your Unique Goals.

You’ve worked hard to build up a nest egg, and you may need it to last 20, 30, 40, or even more years.

You want to make the right retirement decisions, and you want to find someone you can trust to guide you in the right direction. That’s where we come in; to help you make more confident and informed financial decisions for your future.

The McClelland Financial Group of Assante Capital Management Ltd. isn’t owned by a large corporation with “one size fits all” retirement plans. We are an independent financial advisory group that listens to you and your needs. We work with you to create a customized retirement plan for you and your retirement dreams.

Retirement Planning

How to Become a Client

1

Discovery process

Meet us face to face or online, to see if we’re a good fit and discuss your goals.

2

Action plan

Review your custom-built financial plan and ask any questions and offer feedback.

3

Commitment

Discuss the implementation of your plan, sign paperwork and begin your journey towards financial success.

Meet the Team

You don’t have to live with uncertainty about your future. Instead, you can know you’re on track to maintain your standard of living in retirement and have enough left over to have some fun while you’re at it!

top 50 since 1994 (blue)
Award - Franklin Templeton Award blue
Wealth Professional 5 -star blue

Financial Planning Advice from Canada's Top Financial Advisors

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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.