Think Smart with TMFG
By The McClelland Financial Group of CI Assante Wealth Management Ltd.
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Category: Investing
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Episodes: 100
Description
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.
| Episode | Date |
|---|---|
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Episode 372: Recession-Ready: The 14-Minute Financial Defence Plan
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Sep 08, 2026 |
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Episode 371: CPP & OAS - Eligibility, Payment, and The Deferral Decision
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Sep 01, 2026 |
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Episode 370: Is AI Changing What Your Business Is Worth?
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Aug 25, 2026 |
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Episode 369: The Sandwich Generation - Caring for Aging Parents and Grown Kids at the Same Time
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Aug 18, 2026 |
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Episode 368: Permanent Life Insurance: What It Is, Who It Fits Best, and More
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Aug 11, 2026 |
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Episode 367: Early vs Late Retirees, Who Is Financially Happier?
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Aug 04, 2026 |
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Client Stories Series | Episode 366: Fostering, Family And What Money Is Really For
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Jul 21, 2026 |
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Episode 365: Do You Actually Know How Much Risk You’re Taking?
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Jul 14, 2026 |
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Business Owner Series | Episode 364: What Successful Founders Do Differently With Their Money
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Jul 07, 2026 |
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Episode 363: GIC Renewals and the Return to Lower Rates
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Jun 30, 2026 |
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Business Owners Series | Episode 362: Retirement Planning for Business Owners Part 2 – Getting the Business Ready to Sell
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Jun 23, 2026 |
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Business Owners Series | Episode 361: Retirement Planning for Business Owners Part 1 – Building The Foundation
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Jun 16, 2026 |
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Episode 360: Inflation Is Rising Again...What Should Retirees Do?
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Jun 09, 2026 |
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Episode 359: 4 Wealth Transfer Problems Canadian Families Don’t Expect
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Jun 02, 2026 |
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Episode 358: Are Business Owners Struggling More With Exiting Than Growing?
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May 26, 2026 |
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Episode 357: The Financial Mistakes That Look Smart At First
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May 19, 2026 |
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Client Stories Series | Episode 356: Travel Should Be Part of Life, Even Before Retirement with Jonathan van Bilsen
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May 12, 2026 |
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Episode 355: What No One Tells You About Your First Year of Retirement (Financially)
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May 05, 2026 |
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Episode 354: Paying Tax Means You Made Money (Here’s How)
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Apr 28, 2026 |
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Episode 353: War, Oil, and the Strait of Hormuz - Where Will This Show Up in Your Financial Plan?
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Apr 21, 2026 |
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Episode 352: Understanding the Disability Tax Credit (DTC) Part 2 – How Approval Impacts Taxes, Benefits, and Long-Term Planning
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Apr 14, 2026 |
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Client Stories Series | Episode 351: What I Wish I Knew Before Building The McClelland Financial Group with Rob McClelland
|
Apr 07, 2026 |
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Episode 350: Understanding the Disability Tax Credit (DTC) Part 1 – Who Qualifies, How It Works and What It Can Unlock Financially
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Mar 31, 2026 |
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Episode 349: Revenue Isn’t Success - This Is What Actually Makes a Business Sustainable
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Mar 24, 2026 |
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Episode 348: Is the Canadian Dream Changing?
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Mar 17, 2026 |
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Episode 347: From Saving to Spending - The Retirement Mindset Shift
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Mar 10, 2026 |
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Episode 346: Estate Planning Beyond the Will - What Could Catch Your Family Off Guard
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Mar 03, 2026 |
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Episode 345: How Should You Pay Yourself as a Business Owner - Salary, Dividends, or Both?
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Feb 24, 2026 |
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Episode 344: Tax Canada Season - What Every Canadian Should Know Before Filing
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Feb 17, 2026 |
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Episode 343: Stop Comparing Yourself - Here’s How It’s Hurting Your Finances
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Feb 10, 2026 |
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Episode 342: AI and Canadian Jobs - Will Automation Replace Your Work?
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Feb 03, 2026 |
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Episode 341: When the Rules Change - Mark Carney’s Davos Speech and Canada’s Opportunity
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Jan 27, 2026 |
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Episode 340: Retiring as a Couple vs. Single, What’s the Real Difference?
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Jan 20, 2026 |
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Episode 339: Invest or Pay Off Your Mortgage - What’s Smarter?
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Jan 13, 2026 |
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Episode 338: Oil, Power, and Politics, Breaking Down the Venezuela Crisis
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Jan 07, 2026 |
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Episode 337: Top 5 Financial Moves Every Profitable Canadian Corporation Should Make
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Dec 30, 2025 |
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Episode 336: 5 Money Mistakes Retirees Make When They Don’t Have a Will
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Dec 09, 2025 |
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Episode 335: Retire Ready - Top Questions Canadian Retirees Ask
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Dec 02, 2025 |
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Episode 334: Before You Invest, Ask Yourself These Questions
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Nov 25, 2025 |
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Episode 333: Retiring Smarter - What’s New for Canadian Seniors in 2025
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Nov 18, 2025 |
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Episode 332: Trading Beyond Borders - What Tariffs Mean for Smart Investors
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Nov 11, 2025 |
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Episode 331: The Advisor-for-Life Myth - It Takes a Team to Build Lifelong Wealth
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Nov 04, 2025 |
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Episode 330: The ChatGPT Illusion - Why AI Confidence Can Be Dangerous
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Oct 28, 2025 |
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Episode 329: Are we Too Dependent - The Secret Evolution of Smartphone Tech
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Oct 21, 2025 |
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Episode 328: They Don’t Make ’Em Like They Used To
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Oct 14, 2025 |
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Episode 327: Retirement Planning - The Real Story
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Oct 07, 2025 |
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Ep.326 The Biggest Concerns For Soon-To-Be Retirees.
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Sep 30, 2025 |
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Episode 325: AI - Good or Evil?
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Sep 16, 2025 |
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Episode 324: Smarter Ways to Give Back
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Sep 09, 2025 |
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Episode 323: Avoiding Chaos: Protecting Your Legacy Before Its Too Late
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Sep 02, 2025 |
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Episode 322: Lies They Told Us
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Aug 26, 2025 |
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Episode 321: Renting vs. Buying: The Money Mistakes Canadians Can’t Afford to Make
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Aug 19, 2025 |
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Episode 320: Legacy in the Living Years
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Aug 12, 2025 |
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Episode 319: The Truth Behind Credit Cards: Part 2
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Aug 05, 2025 |
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Episode 318: The Truth Behind Credit Cards
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Jul 22, 2025 |
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Episode 317: Too Many Hands in the Pot: The Hidden Cost of Middlemen
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Jul 15, 2025 |
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Episode 316: Real Talk about Real Estate
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Jul 08, 2025 |
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Episode 315: How Wars Impact Global Economies
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Jul 01, 2025 |
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Episode 314: Why You Should Always Keep the End Goal in Mind
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Jun 24, 2025 |
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Episode 313: The AI Shift: How Artificial Intelligence is Reshaping Our World
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Jun 17, 2025 |
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Episode 312: How Much Money Should You Have Invested In the Canadian Stock Market
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Jun 10, 2025 |
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Episode 311: Why Insurance is Evil
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Jun 03, 2025 |
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Episode 310: The Coming Recession
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May 27, 2025 |
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Episode 309: Spending Lessons in Retirement
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May 20, 2025 |
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Episode 308: What Canada’s New PM Means for Your Money
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May 13, 2025 |
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Episode 307: Things to Think about Before doing Something Yourself
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May 06, 2025 |
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Episode 306: Portfolios Perform Better When the Client Shows Up
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Apr 29, 2025 |
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Episode 305: Fee-Based vs. Fee-for-Service: Choosing the Right Financial Advisor
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Apr 22, 2025 |
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Episode 304: The Tariff Talk - How Global Trade Shifts Impact Your Wallet
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Apr 15, 2025 |
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Episode 303: The Point of Money is to Spend it
|
Apr 08, 2025 |
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Episode 302: Why You Should Stop Buying Individual Stocks
|
Apr 01, 2025 |
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Episode 301: Mistakes You're Likely to Make When Filing Your Tax Return
|
Mar 25, 2025 |
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Episode 300: Are Canadian Banks Truly Serving You?
|
Mar 18, 2025 |
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Episode 299: Why Canada's Stock Market is Shrinking: Insights & Challenges
|
Mar 11, 2025 |
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Episode 298: 20 Common Investment Pitfalls You Might Be Facing (Part 2)
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Mar 03, 2025 |
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Episode 297: 20 Common Investment Pitfalls You Might Be Facing (Part 1)
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Mar 03, 2025 |
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Episode 296: A Deep Dive into Trump's Tactics
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Feb 20, 2025 |
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Episode 295: Bitcoin Boom or Bust: Is It Time to Invest?
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Feb 11, 2025 |
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Episode 294: Is It Time to Replace Your Financial Advisor?
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Feb 04, 2025 |
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Episode 293: Retirement Realities: Insights from Fidelity's Latest Report
|
Jan 27, 2025 |
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Episode 292: Why Optimism is Key: Navigating Market Downturns and Global Changes
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Jan 21, 2025 |
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Episode 291: The Rise of the Magnificent Seven: Are They Becoming Too Big?
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Jan 14, 2025 |
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Episode 290: Celebrating 20 Years with Dimensional Fund Advisors: A Game-Changing Partnership
|
Jan 07, 2025 |
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Episode 289: Unveiling the Secrets of Private Wealth Management
|
Dec 17, 2024 |
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Episode 288: A New Beginning: Why We're Moving to a New Office
|
Dec 10, 2024 |
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Episode 287: Renovation Realities: Uncovering Hidden Costs and Delays
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Dec 03, 2024 |
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Episode 286: The Hidden Strength of Family-Owned Businesses
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Nov 27, 2024 |
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Episode 285: Is the U.S. Market Truly Overvalued?
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Nov 19, 2024 |
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Episode 284: Exploring the Resilience of Global Capitalism
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Nov 11, 2024 |
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Episode 283: Demystifying Investment Premiums
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Nov 05, 2024 |
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Episode 282: Don't Worry, Things Are Actually Improving
|
Oct 29, 2024 |
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Episode 281: 8 Ways To Avoid Financial Fraud
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Oct 22, 2024 |
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Episode 280: New Mortgage Rules For First-Time Homebuyers In Canada
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Oct 16, 2024 |
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Episode 279: The Magic Bullets of Smart Investing
|
Oct 08, 2024 |
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Episode 278: The Retirement Checklist - 20 Questions to Consider
|
Oct 01, 2024 |
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Episode 277: The End of Finance's Four Pillars
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Sep 24, 2024 |
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Episode 276: Navigating Portfolio Adjustments and Market Expectations
|
Sep 16, 2024 |
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Episode 275: The Essential Guide to Trip and Cancellation Insurance
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Sep 09, 2024 |
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Episode 274: Why People Avoid Financial Advisors
|
Sep 03, 2024 |
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Episode 273: Does Value Still Matter in Investing?
|
Aug 27, 2024 |