In this episode of Think Smart with TMFG, Mike Connon and Carlo Cansino, Senior Financial Advisors at The McClelland Financial Group of Assante Capital Management, dive into practical strategies for Canadians who want to invest smarter without getting caught up in market hype. They emphasize that long-term success isn’t about chasing the latest hot stock or sector; it’s about having a clear, goal-based financial plan that guides every decision.

They break down why diversification across sectors, asset classes, and geographic regions is essential, and how regular portfolio rebalancing helps you stay on track and maintain your risk tolerance. Mike and Carlo also discuss common investor pitfalls, from fear of missing out to reacting emotionally to short-term market swings and explain how a disciplined plan helps you stay focused during volatile times.

Finally, they share insights from research showing that investors who adhere to written, goal-based plans are significantly more likely to achieve their long-term objectives.

For more in-depth guidance on how investor behaviour impacts wealth, check out Tyler Robertson’s Financial Advisor at TMFG, article on our website: Stay Out of Your Own Way To Be a Successful Investor

If you want help creating a plan that aligns with your goals and keeps you on track through market fluctuations, request a meeting here: https://tmfg.ca/schedule/

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