The McClelland Financial Group
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07/17/2026
Some people measure a full life in years. Trish Lyle measures hers in the number of kids who called her house "home."
We're continuing our Client Stories series within the Think Smart Podcast, conversations with the people, experiences, and moments that shape a life.
In this episode, Mike sits down with longtime client Trish Lyle, who spent 22 years as a foster parent, opening her home to 135 children alongside her own seven kids, adopting two of them along the way.
This conversation goes beyond fostering. It's about what "family" really means, how you build a life around love instead of financial limits, and the lessons in patience, generosity, and letting go that only come from years of practice.
🎙️ Launching Tuesday July 21 at 5:00 PM EST
🔔 Follow the Think Smart Podcast for new episodes and special series like this one: https://linktr.ee/ThinkSmartwithTMFG
🎧 Available on Podbean, Apple Podcasts, Spotify, and YouTube Music
Guest: Trish Lyle longtime client of The McClelland Financial Group of CI Assante Wealth Management Ltd.
Owning a business or leading a company changes what retirement actually looks like. 👇
Here's what most owners get wrong:
❌ Waiting to be forced into retirement instead of planning an exit
❌ Missing tax opportunities tied to timing
❌ Undervaluing the business at sale
❌ Stretching retirement income too thin
The fix? A plan that lines up:
💰 Your lifestyle budget
📊 Your income sources (registered accounts, corporate assets, pensions...)
🚪 Your business exit strategy (including timing and sale options)
If you're 50 to 70 with $1M+ in assets, generic advice won't cut it. You need a roadmap built around your business and your timeline.
💬 Comment "EXIT" if you want to chat about what this could look like for your business.
Speaker: Tyler Robertson, Financial Advisor at The McClelland Financial Group of CI Assante Wealth Management Ltd.
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Website
Address
675 Cochrane Drive
Markham, ON
L3R0B8
Opening Hours
| Monday | 8:30am - 5pm |
| Tuesday | 8:30am - 5pm |
| Wednesday | 8:30am - 5pm |
| Thursday | 8:30am - 5pm |
| Friday | 8:30am - 5pm |
