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Take control of your financial future with expert insights, tips, and guidance from Senior Financial Advisor Mike Connon, Senior Financial Advisor Carlo Cansino, and Financial Advisor John Iaconetti at the McClelland Financial Group of CI Assante Wealth Management Ltd.
Episodes
Tuesday Nov 04, 2025
Tuesday Nov 04, 2025
This Think Smart with TMFG episode, hosted by Mike Connon and Carlo Cansino, Financial Advisors at The McClelland Financial Group of Assante Capital Management, dives into what they call “The Advisor for Life Conundrum.” Many clients hope to work with one trusted advisor for their entire financial journey, but how realistic is that when an advisor’s career may last 30 years and a client’s financial plan can span 50 or more?
Key Takeaways:
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Building lifelong trust means creating a consistent client experience, not just a single relationship.
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A strong advisory team ensures continuity even as individual advisors retire or transition.
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Professionalism, motivation, curiosity, and likability are core to maintaining lasting client confidence.
This episode highlights how TMFG focuses on delivering a seamless, high-quality advisory experience that stands the test of time, ensuring clients and their families are supported for generations.
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