The McClelland Financial Group

The McClelland Financial Group We help Canadians transition from their working years to retirement. Please visit www.assante.com/legal for important legal and regulatory disclosures.

Think Smart Podcast: https://tmfg.podbean.com/

AskTMFG YouTube Channel: https://asktmfg.podbean.com/

AskTMFG The Podcast: https://linktr.ee/AskTMFGThePodcast

05/28/2026

It was a great evening of creativity, conversation, and connection at our Paint & Sip Social Night šŸŽØšŸ·

Thank you to everyone who joined us at the yesterday for such a fun and memorable event. From wine and laughter to the guided painting session, it was wonderful to see clients and guests come together outside of their usual day-to-day routines.

We truly appreciate everyone who spent the evening with us and helped make the night so enjoyable.

Stay tuned for future events and gatherings, weā€™d love to see you there! šŸ˜€

05/27/2026

Many business owners spend decades becoming the person everyone relies on.

But over time, that could create a different problem:
The business becomes too dependent on the owner.

And when that happens, selling the business, transitioning leadership, or even taking time away can become much more difficult than expected.

In this episode of Think Smart with TMFG, we discuss why operational independence, succession planning, and exit-readiness often play a major role in a business's long-term value.

Whether you plan to sell one day or simply want more flexibility, this conversation explores an important perspective many business owners overlook until much later.

šŸŽ§ Link to the full episode in the comments below.

05/26/2026

Building a successful business and exiting one successfully are often two very different skill sets. In this episode of Think Smart with TMFG, we explore the emotional and financial side of stepping away from a business, from succession planning and business valuation to tax structures, identity, an...

The moment we finally hit ā€œsubmitā€ on our tax returnā€¦ what a relief, right?But tax season can actually reveal a lot more...
05/25/2026

The moment we finally hit ā€œsubmitā€ on our tax returnā€¦ what a relief, right?

But tax season can actually reveal a lot more about our financial lives than we sometimes realize. Beyond refunds and deadlines, it can be an opportunity to revisit cash flow, savings habits, contribution room, income changes, and longer-term planning decisions.

Today, we explore a few financial steps many Canadians overlook after filing their taxes and why this time of year can be a valuable financial checkpoint.

Because sometimes the most important part of tax season happens after the return is filed.

Read the full article by Financial Advisor Tyler Robertson at The McClelland Financial Group of CI Assante Wealth Management Ltd. via the link in the comments for more insights.

05/24/2026

Travel is one of those experiences people look forward to for years, but the financial side of it has changed dramatically.

Donā€™t miss our latest Client Stories episode of Think Smart with TMFG, where Jonathan Van Bilsen and Mike Connon discuss travel budgeting, the different ways people approach travel, and why planning ahead can create more flexibility long term.

Listen to the full episode through the link in the comments. šŸ‘‡

05/20/2026

The pension decision isnā€™t just about taking income now versus later.

Itā€™s about deciding how much responsibility you want to carry into retirement.

A lump sum can create flexibility and estate value, but it also introduces investment risk and long-term withdrawal decisions. A monthly pension can create stability and predictability, but it can also lead to less flexibility later on.

In this AskTMFG episode, John Iaconetti and Carlo Cansino explain what Canadians should understand before making this irreversible retirement decision.

YouTube channel linked in bio. Full episode link also available in the comments.

Comment ā€œPension,ā€ and weā€™ll send you our guide: 10 Critical Mistakes People Make When Planning for Retirement.

Schedule a meeting:
šŸ“ž 905-771-5200
šŸŒ tmfg.ca

05/19/2026

Some financial decisions look smart in the momentā€¦ but years later, they can create more stress, complexity, or financial pressure than people expected.

Today we discuss the financial decisions we personally try to avoid after years of working with retirees, investors, and business owners.

Because long-term financial success is often shaped less by chasing higher returnsā€¦ and more by behaviour, adaptability, consistency, and structure.

Listen to the full episode through the link in the comments šŸ‘‡



05/19/2026

Some financial decisions sound smart at firstā€¦ until years later, when the long-term consequences finally start to show up. In this episode of Think Smart with TMFG, we talk about the financial decisions and investing behaviours weā€™ve become more cautious about after years of working with invest...

05/19/2026

Got a raiseā€¦ but your bank balance feels exactly the same? šŸ„²
That quiet ā€œupgrade everythingā€ habit has a name: lifestyle creep.

Today, we break down a simple way to split any raise between future-you and enjoy-today so money actually moves your life forward, not just sideways.

Watch the full video and then tell me in the comments: next raise, what % would you lock in for future-you?

Speaker: Tyler Robertson, Financial Advisor at The McClelland Financial Group of CI Assante Wealth Management Ltd.

05/17/2026

Travel changes more than people expect over time.

The kind of trip that feels exciting in your 20s can feel exhausting later on, while comfort, structure, and ease start becoming part of the experience too.

In this Client Stories conversation on Think Smart with TMFG, travel photographer and longtime TMFG client Jonathan van Bilsen breaks down the 4 common ways people travel, from independent backpack-style trips to guided tours, group travel, and cruises.

Each comes with different trade-offs depending on your personality, energy level, budget, and stage of life.

Itā€™s a great reminder that travel planning isnā€™t just about where you want to goā€¦ but how you want to experience it.

Find the link in the comments to the full episode šŸ‘‡

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675 Cochrane Drive
Markham, ON
L3R0B8

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Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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