Think Smart Podcast – Advisor Series with Financial Advisor Steve Lowrie Post published:December 5, 2022 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 industrymy focus on maintaining a concentrated practice of clients, most of whom are business ownersbalancing business and personal financial advising needschallenges of financial planning for businessesportfolio management and my investment philosophyfactor based and enhanced index investingincome tax strategiesinvestment income and capital gains deferralpre-funding RSPs and RESPscryptocurrencies and blockchain technologyRobo-AdvisorsListen to the Advisor Series Podcast Now Ready to imagine a brighter financial future? Book a call to take your first step toward achieving your goals, whatever they may be. Talk to us Previous Next Tags: business financial planning, corporation investments, corporation tax planning, financial advisor, independent financial advisor Please Share This Share this content Opens in a new window Opens in a new window Opens in a new window Read more articles Previous PostWhat Is the Cost of a Financial Advisor? You Might Also Like Advisor bias happens too July 21, 2017 Why investing simplicity beats complexity May 8, 2018 What to Do with Excess Cash? July 9, 2019