McClelland Wealth Management Ltd.

11/07/2024

It’s an unfortunate fact that pessimism sells more headlines than optimism ever will. It’s as true in finance as it is in any other subject the media covers. But the reality is that most of the damage folks do to their portfolio growth over their lifetime is due to a knee-jerk reaction to a pessimistic (though always temporary) blip in the markets. The key to long term wealth is to have a plan, and to stick to it. Not just while the sun is shining, but through the rainy days as well. Don’t have a plan? I can help. Let’s chat!

06/10/2024

“Without commitment, you’ll never start. But more importantly - without consistency, you’ll never finish. Keep working, keep striving, never give up. Fall down 7 times, get up 8. Ease is a greater threat to progress than hardship - so keep moving, keep growing, keep learning. See you at work.”

- Denzel Washington

03/31/2024

Adapting to the evolving retirement landscape in Canada is crucial. Let me help you financially prepare for the retirement you’re dreaming of. Reach out now! https://ow.ly/HiVX50QP532

03/30/2024

When investing your money, it’s important to understand how much risk you’re willing and able to take. Let’s chat about how we can create an investment plan that works for you.

03/29/2024

It’s hard to think about, but if you’re married, one of you may die before the other. Are you ready? Taking steps now to determine what you’d need to do right away and in the longer term if your partner dies will be an enormous help in the future. Not sure where to start? I can help. Let’s chat.

03/28/2024

Tuition, textbooks, living expenses – let’s connect to review what you can use your child’s RESP for. https://ow.ly/37Bh30sAEpJ?

Learn about how to withdraw money from an RESP for a post-secondary student. Video transcript: Description: This animated video introduces an illustrated character Kim and her advisor to show how to withdraw money from an RESP for a child for post-secondary education. Ask an advisor” appears. The ...

03/27/2024

A well-rounded investment portfolio can help you manage risk when markets are volatile. Not sure if your portfolio is set up for that? I can help you create a plan to help you invest with confidence and achieve your long-term goals. Let’s chat.

03/26/2024

Your life goals are unique to you, and there’s no reason why your investment strategy should be any different. What’s your top financial goal? Comment below or let’s book time to chat. I’m available to assist you in building a plan to help you reach your financial goals.

03/25/2024

We work hard to protect what matters most to us: our families, our homes, our lifestyles. We’re less likely to protect what may be our most important asset: our ability to earn income. That’s a problem when many of the things that matter to us, like our families and lifestyles, depend on you maintaining that ability to generate income. Disability insurance can help replace your income

Find out about the benefits of disability insurance and how much you may need to protect you and your family.

03/24/2024

Markets, like the seasons, naturally cycle. But an investments strategy that considers your goals and your risk tolerance can help you through the highs and lows. Let’s chat.

03/23/2024

Plans can change. Not everyone’s future involves a post-secondary campus. There are plenty of opportunities available to people who take a different path. Whether your child is interested in entering the workforce right away or spending time traveling, don’t feel overwhelmed about what to do with your child’s RESP. Let’s connect to go over your options.

03/22/2024

Have questions about RESP withdrawals? Watch this video and reach out – I’m happy to talk it through. https://ow.ly/kxj030sAEpy?

Learn about how to withdraw money from an RESP for a post-secondary student. Video transcript: Description: This animated video introduces an illustrated character Kim and her advisor to show how to withdraw money from an RESP for a child for post-secondary education. Ask an advisor” appears. The ...