Why our Financial Advisory Group?
The complete picture of your financial success: investments, estate planning, tax strategies, and insurance.
Meet our clients
We sat down with a few of our clients and asked them questions about their experience of being under the care of TMFG. Here’s what they had to say.
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.
What does this mean for you?
Lower Fees
Which can translate into a fee savings of up to 40%
Transparency
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
My 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.
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.
What is your
financial priority?
Making sure I'm on track for retirement (45-55 years).
Living well in retirement
(55-80 years).
Better returns on my portfolio (everyone).
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
