6 Mistakes Investors Make

money

Six Mistakes Investors Make:

Ask the Advisor with Carlo and John:

  • Are your investments properly tax-sheltered?
  • Are you reducing your investment risk as much as possible?
  • Do you know what type of fee you are paying and is it the best for your situation?

Rated top advisors in Canada by Wealth Professional Magazine, join Carlo Cansino & John Iaconetti of The McClelland Financial Group, as they share with you the best practical financial solutions to get you through these unparalleled times.

Related articles

Episode 256: Capital Gains Inclusion Rate Changes In Canada

In this insightful episode of Think Smart with TMFG, financial experts Rob McClelland and Mike Connan examine the recent changes in Canada’s capital gains inclusion rate in detail. They thoroughly debunk media misconceptions and explain how the new c…

Read More →

Episode 255: Top 10 Mistakes in Retirement

On this episode of Think Smart with the McClelland Financial Group of Assante Capital Management, your hosts, Rob McClelland and Mike Connon, delve into the common pitfalls that might spoil a rewarding retirement experience. We discuss how focusing o…

Read More →

Episode 254: Understanding Trip Medical and Cancellation Insurance – Conversations with Financial Experts Rob and Mike

In this important discussion, award-winning financial advisors Rob McClelland and Mike Connon from the McClelland Financial Group of Assante Capital Management discuss the importance of trip medical and cancellation insurance. Drawing from engaging p…

Read More →

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].

FREE RESOURCE

Get actionable financial insights from the Top financial planners in Toronto.

Toronto's Top Financial Advisors
Copyright Assante Wealth Management. © 2022

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.