44 episodes

Take control of your financial destiny with great insights, tips and advice from the team at The McClelland Financial Group of Assante Capital Management Ltd.

Think Smart with TMFG The McClelland Financial Group of Assante Capital Management Ltd.

    • Technology

Take control of your financial destiny with great insights, tips and advice from the team at The McClelland Financial Group of Assante Capital Management Ltd.

    And Now For What We've Done Well....

    And Now For What We've Done Well....

    What are we doing right? We were early adopters of diversification and balanced portfolios long before they were widely available. We determined that higher risk tolerance over time did outperform for our clients. We became leaders in fee based advice which translated into client-centric advice not bottom line advice. This and more today on ThinkSmart .

    • 12 min
    Simple Is As Simple Does

    Simple Is As Simple Does

    Simplifying your "whole life" becomes less of a want and more of a need as we age. Rob and Mike discuss the pros and cons of illiquid assets, real estate, capital losses, power of attorneys and more. Today on ThinkSmart.

    • 11 min
    Owning Up to Some of The Bad Advice We've Given.

    Owning Up to Some of The Bad Advice We've Given.

    We've definitely made some bad judgement calls over the years. From holding bad positions too long to appeasing  a client and going against our own advice. We've learned a lot along the way. This and more today on ThinkSmart.

    • 12 min
    Investment Mistakes We Have Made Along the Way

    Investment Mistakes We Have Made Along the Way

    Some of the big investment mistakes we have made over the years. Including; Labour Sponsored Funds; bottom of the barrel companies looking for venture capital. Oil and Gas investments hit with Capital Gains and other complications, Illiquid Balance Property Funds and the Dot Com bubble. This and more today on Thinksmart.

    • 12 min
    Best Strategies for Dealing with Getting Older

    Best Strategies for Dealing with Getting Older

    The reality is we are all getting older. Old age can seem to creep up on us without us even realizing it's happening. There are some important steps to take to insure that your future self is ok. There are a ton of things you can do to make things easier during difficult times. This and more today on ThinkSmart.

    • 14 min
    What Trends Are we seeing in the Investment Industry and Asset Management These Days?

    What Trends Are we seeing in the Investment Industry and Asset Management These Days?

    Trending towards tech is great for everyone. AI is working to make the Index and markets more efficient and saving us all money. More people are leaning towards global and diversified portfolios. What is Factor investing and what are the benefits of this and Evidence-Based investing? What has replaced the pension plans of the past?

    • 11 min

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