Why our Financial Advisory Group?

The complete picture of your financial success: investments, estate planning, tax strategies, and insurance.

When you work with
The McClelland Financial Group of Assante Capital Management Ltd.,
you get:

Advisors who work closely with you to create a personalized plan and help you stick with it.

Peace of mind, knowing that your advisor is here for you, whether you’re experiencing life changes,  altered financial goals, or market volatility.

Advisors who have no outside incentive, so they’ll always put your interests first.

An educational approach to the complex financial world. We keep you informed through regular meetings, events, monthly newsletters and weekly podcasts and videos.

Fee-Based Advantage

With a fee-based platform, clients pay their advisor directly as opposed to the advisor being compensated on a commission-based model by the investment company. Similar to other professional industries, fees from a financial planner should be defined – not hidden within an investment’s performance.

What does this mean for you?

Lower Fees

Which can translate into a fee savings of up to 40%

Transparency

The cost associated with running your portfolio and our compensation are not hidden within your portfolio. These costs are visible and reported directly to you.

No Product Ties

By choosing a fee-based approach we can remain objective in our product recommendations as we are not compensated by any mutual fund companies.

Tax Deductability

Fees in Non-Registered Accounts are tax deductible, helping to further reduce your investment costs

Fee Reduction

As the value of your portfolio increases, you fee rate is reduced.

Family Fee Rate

For families that work with us we offer a discounted family fee rate.

Investor Protection

We strive for the highest level of transparency, due diligence, and fiduciary responsibility by putting our clients’ needs first at all times.

Assante Capital Management Ltd. is regulated by the Investment Industry Regulatory Organization of Canada (IIROC). IIROC sponsors the Canadian Investor Protection Fund (CIPF) that ensures financial protection for all of our clients in the unlikely event of investment dealer insolvency. CIPF will ensure the securities, cash and other property that are held in our clients’ accounts are returned to them in accordance with CIPF’s coverage policy.  

Investment dealer insolvency doesn’t happen very often. In fact, since CIPF’s inception in 1969 there have been only 20 member insolvencies. CIPF has made payments of $36 million, net of recoveries, and no eligible customers have suffered a loss of property. Nevertheless, it is comforting to know that should a situation of insolvency arise, all of our clients will be protected.

Similar to other professional industries, fees from a financial planner should be defined – not hidden within an investment’s performance.

Contact our office to see how you can start working with a team who has been voluntarily disclosing fees, 10 years before the industry made it mandatory.

My Dashboard™

dashboard

My Dashboard™’s flexible format allows you to look at current finances or forecast future needs. Keeping you on track and on plan.

When you meet with your advisor they will go through your DASHBOARD which works like a checklist that adds items that need your attention and checks them off when they have been reviewed.

How does My Dashboard™ work?

In every client interaction, your advisor reviews specific components of your financial plan at designated time intervals. This information is updated within My Dashboard™ and will be reviewed again at the next scheduled time.

Advisor Icon
Consultation

First, we get to know you, your financial situation and your needs by understanding your future and present personal financial goals.

Analysis

We will conduct a thorough analysis of your current financial situation using financial tools.

Solutions

We understand that each person and each business is unique. Your customized financial strategy will identify and offer strategies to address challenges and opportunities.

Monitor & Review

We will meet on a regular basis to monitor your evolving needs and goals in light of changes in your life as well as in the investment markets, tax law and economic realities.

YOUR GOAL

What is your
financial priority?

As your Financial Advisor, we get to know what matters to you most and help you reach your goals with confidence.

Financial Planning Advice from Canada's Top Financial Advisors

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Copyright Assante Wealth Management. © 2021

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.