Recently, I sat down with Rob McClelland to join an episode of the Think Smart with TMFG podcast. Rob is with McClelland Financial Group of Assante Capital Management.
We had a great conversation and I had the opportunity to describe my core business values and strategies on investing including:
- how I got started in the industry
- my focus on maintaining a concentrated practice of clients, most of whom are business owners
- balancing business and personal financial advising needs
- challenges of financial planning for businesses
- portfolio management and my investment philosophy
- factor based and enhanced index investing
- income tax strategies
- investment income and capital gains deferral
- pre-funding RSPs and RESPs
- cryptocurrencies and blockchain technology
- Robo-Advisors
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