McLellan Financial & Pension Services

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McLellan Financial & Pension Services Logan McLellan, Advisory X West Inc. www.advisoryx.ca
AB, BC, ON & PEI.

Investments
Life Insurance
Mortgages
Pensions
Severance
Retirement and Estate Planning
Executive Insurance and Retirement Plans

Canada’s inflation rate climbed back to 3.0% in July, up from 2.8% in June, with rebounding gas prices helping drive the...
08/17/2026

Canada’s inflation rate climbed back to 3.0% in July, up from 2.8% in June, with rebounding gas prices helping drive the increase.

Grocery inflation cooled to 3.1%, while airfares jumped 12%.

The Bank of Canada’s next rate decision is September 2.

Source: Statistics Canada / The Canadian Press

08/15/2026

BC LIRA → LIF 🇨🇦

Age 56. Former employer pension. Here’s what the client considered next.

Watch the case study. 👆


For general information only. Individual options vary based on circumstances and applicable pension rules.

08/15/2026

Have $300,000+ in investment assets?

If you’re in BC, Alberta, Ontario or PEI, get our 2026 Retirement Planning Guide covering:

• Retirement income strategies
• Tax-efficient planning considerations
• Investment & wealth planning
• Estate planning considerations

📘 Get your complimentary copy today.

For general information only. Individual circumstances vary.

1. Asset LocationWhich accounts hold which investments can be just as important as the investments themselves.2. Portfol...
08/13/2026

1. Asset Location
Which accounts hold which investments can be just as important as the investments themselves.

2. Portfolio Concentration
Strong past performance can quietly leave a portfolio overexposed to certain markets, sectors or asset classes.

3. Tax Structure
Personal, registered, non-registered and corporate assets can have very different planning considerations.

4. Liquidity Planning
A portfolio should account for both long-term growth objectives and future access to capital.

5. Estate Integration
Investment decisions should complement your broader estate, beneficiary and legacy objectives.

At $300K+, the conversation should go beyond investment selection. It should be about how everything works together.

Strategies should be considered based on individual circumstances, objectives, time horizon and risk tolerance.

Wall Street is pushing toward record highs. 📈AI stocks surge as inflation pressures ease. &p500
08/12/2026

Wall Street is pushing toward record highs. 📈

AI stocks surge as inflation pressures ease.

&p500

Air Canada cashes in on Aeroplan. ✈️25% stake. $2.5 billion deal. $10 billion valuation.
08/12/2026

Air Canada cashes in on Aeroplan. ✈️

25% stake. $2.5 billion deal. $10 billion valuation.

LIRA. LRSP. LIF. 🇨🇦Same pension money. Different rules. Different options.Know what you have — and what you can do with ...
08/12/2026

LIRA. LRSP. LIF. 🇨🇦

Same pension money. Different rules. Different options.

Know what you have — and what you can do with it.

Think you know how much Canadians pay in income tax? 🇨🇦In 2026, top marginal rates reach over 50% in several provinces.B...
08/11/2026

Think you know how much Canadians pay in income tax? 🇨🇦

In 2026, top marginal rates reach over 50% in several provinces.

But the headline number doesn’t tell the whole story — each province has a different threshold before its highest rate applies.

Here’s the breakdown. 👆

Where does your province rank?

08/10/2026

Money sitting inside your corporation? 💼

Retained earnings can create opportunities — but how you manage and invest them matters.

A little planning can go a long way.

Wealth isn’t luck. It’s a plan.Grow. Protect. Plan. 📈
08/05/2026

Wealth isn’t luck. It’s a plan.

Grow. Protect. Plan. 📈

Address

161 Bay Street
Summerside, PE
M5J2T2

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+19028885742

Website

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