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Think Smart with TMFG
By The McClelland Financial Group of CI Assante Wealth Management Ltd.BusinessNewsInvestingBusiness News
Think Smart with TMFG episodes
- Lessons Learned 2008 to 2020
It's been a hairy week in the markets. What have we learned over the years in this business and what steps are we recommending. A deeper dive into the weeks ahead.
14 min - Episode 48: Coronavirus: Working From Home
Rob and Mike discuss how they are personally coping with the Coronavirus pandemic. As well, how our office is managing and suggestions for clients during this market uncertainty. This and more today on ThinkSmart!
16 min - Update Podcast: How Are We Dealing with Concerns Over Coronavirus?
How will Coronavirus affect our clients? How are we dealing with it in the work place? As well as our suggestions and recommendations on how to manage the market downturn.
8 min - Hard Advice: It's Really Not What You Want to Hear
Hard advice is the exact opposite type of advice that feels comfortable to give. Telling our clients they are over spending, stuck in sentimental stock purchases, holding too much cash and over gifting their grown children is a tough business but someones gotta do it! The hard job of being a good advisor at all costs. This and More Today on ThinkSmart.
12 min - Coronavirus Correction: Where Does it Leave You?
Episode 46 : ThinkSmart
The stock market is down 15%. We're seeing the effects of Coronavirus and supply chain disruption. What do the markets look like during this time? Will we finally go into a recession? This and more today on ThinkSmart12 min - The Cobbler's Children Have No Shoes
The Cobbler's Children Have No Shoes
Episode 45 : ThinkSmartWe also need to follow this idea of taking advice. What are we learning to do to keep up with our current lives?There is no miracle solution it's a combination of a lot of best practices. This and more today on ThinkSmart.13 min - And Now For What We've Done Well....
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 for our clients. We became leaders in fee based advice which translated into client-centric advice not bottom line advice. This and more today on ThinkSmart .
13 min - Simple Is As Simple Does
Simplifying your "whole life" becomes less of a want and more of a need as we age. Rob and Mike discuss the pros and cons of illiquid assets, real estate, capital losses, power of attorneys and more. Today on ThinkSmart.
12 min - Owning Up to Some of The Bad Advice We've Given.
We've definitely made some bad judgement calls over the years. From holding bad positions too long to appeasing a client and going against our own advice. We've learned a lot along the way. This and more today on ThinkSmart.
13 min - Investment Mistakes We Have Made Along the Way
Some of the big investment mistakes we have made over the years. Including; Labour Sponsored Funds; bottom of the barrel companies looking for venture capital. Oil and Gas investments hit with Capital Gains and other complications, Illiquid Balance Property Funds and the Dot Com bubble. This and more today on Thinksmart.
13 min
About Think Smart with TMFG
From the publisher's feed
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.