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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 Dec 02, 2022
Friday Dec 02, 2022
Your Financial Advisor is there to help you with the many decisions that impact your finances throughout your lifetime. Leaving them out of the loop on some of your most important choices is only doing you a disservice. Whether you've upsized your cottage or donated your liquid assets to fund your children's first home purchase, keeping your Advisor apprised is an integral part of your whole-life equation.
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