Investment Philosophy with Carlo Cansino

Investment Philosophy with Carlo Cansino
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We, at The McClelland Financial Group of Assante Capital Management Ltd., are unwavering in our investment philosophy.

Simply put, we believe in the following:

  • Capture the power of the capital markets for long-term growth.
  • Mitigate risk by diversifying broadly across all sectors and geographic regions at all times.
  • Reduce fees and taxes and you will increase your overall rate of return.
  • Focus time and resources on things that are within our control (i.e. asset allocations; fees; expectations; behaviour; etc.)

Our clients’ Investment Policy Statements are the blueprint to how their accounts are managed. We do not recommend changes in reaction to market performance, nor do we make recommendations in anticipation of what we think the market will do. Working with The McClelland Financial Group, you can rest assured that you are receiving disciplined and objective investment advice.

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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.