McClelland Wealth Management Ltd. @MWML_ca
With a combined 41 years experience in the investment & insurance industry, & AI-Driven Planning Software, we're ready to help you take control of your finances mwml.ca Saskatchewan & Alberta, Canada Joined January 2011-
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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! ow.ly/1Qt950QP53b
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.
Tuition, textbooks, living expenses – let’s connect to review what you can use your child’s RESP for. ow.ly/xBSa30sAEpL?
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.
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.
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.
Have questions about RESP withdrawals? Watch this video and reach out – I’m happy to talk it through. ow.ly/SWkV30sAEpB?
Many Canadian business owners don’t start making succession plans until they’re nearing retirement. Starting your succession plan today will help prepare your business for tomorrow. Contact me today.
With inflation rising, you may wonder how you can protect your retirement dreams. That’s where I come in – reach out and let’s manage your retirement plan around inflation. ow.ly/IoWB30sAEph
Financial markets fluctuate, but historically they usually recover over time. Let’s talk about how an investment plan focused on long-term growth can help you react less emotionally when markets go through short-term changes.
Should couples combine finances? It’s important for couples to talk about money, and those discussions may look different depending on what type of couple you are and your goals. ow.ly/QGyJ30sAEpb
When it comes to investing your hard-earned money, it's important to explore your options. The right choice depends on your individual financial goals, risk tolerance, and circumstances. Let’s connect to see if mutual or segregated funds are right for you.
You’ve probably named a beneficiary for your life insurance policy or accounts like your RRSPs or RESPs, but have you named a secondary beneficiary?
If financial stress is impacting your relationship, there are steps you can take to help manage anxiety, research your options, and plan for your financial future. ow.ly/cXxJ30sAEp3
Giving an allowance to your kids can be a great way to teach them about managing their own money. How much do you think is a reasonable allowance amount for your child? #FLM2023 #FinancialLiteracyMonth #allowance
Real-time index price for Nasdaq Dividend Achievers (DIVQ), along with buy or sell indicators, analysis, charts, historical performance, news and more ow.ly/BjBL50QzI9e
Tax planning focused on lowering the net family income can mean clients receive more money from programs such as the Canada Child Benefit ow.ly/ApjQ50QzIaw
Eliminating the last bits of excess price growth from the system may require more pain than consumers, businesses and investors are prepared for ow.ly/wH4L50QzI8A
If you’re getting divorced, you may suddenly be making financial decisions you’ve never had to consider because your spouse took care of the money. I can help you learn how to manage and grow your money. Let’s chat.
Gen X racked up the most credit card debt in 2023, according to Experian, at an average of $7,155 per person. As a part of the sandwich generation, these middle-aged adults are more likely to be caring for both their aging parents and their own children, ow.ly/C4KM50QzI6z
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