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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
Friday Feb 14, 2020
Friday Feb 14, 2020
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 our clients. We became leaders in fee-based advice which translated into client-centric advice, not bottom-line advice. This and more today on Think Smart.
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