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

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

Reduce your tax bill

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

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.

Robert McClelland has an excellent team of dedicated and loyal staff members. Questions and concerns are always addressed promptly, and accurately, being passed to the “expert-in-charge,” of the specific issue.

TMFG is transparent on cost of what they do for clients and the various sources of investments we use. I don't remember that from the banks.

As an engineer, what I like is that your approach is independent and objective, logical and methodical and what you believe is best for clients, even if not necessarily aligned with corporate preferences. You provide well researched analyses to support decisions and plans, have a good communications strategy and willingly fulfill any request made of you.

How to Become a Client

Discovery process

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

Action plan

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

Commitment

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

FREE RESOURCE

10 Critical Mistakes People Make When Planning for Retirement.

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!