Rob McClelland of The McClelland Financial Group is part of this year's WP Top 50 Advisors.
22 Rob McClelland
The McClelland Financial Group
Assante Capital Management
Thornhill, Ont.
AUM GROWTH: $31,330,319
AUM PER CLIENT: $492,199
REVENUE PER CLIENT: $5,960
CLIENTS AT END OCT 2015: 675
RETENTION RATE: 97.70%
NEW CLIENT GAINED 12MTHS TO END OCT 2015: 28
An expert on how to minimize risk and maximize income during preand
post-retirement stages, Rob McClelland has assisted thousands of investors in achieving their financial goals over the past 20 years. In 2015 alone, he added 28 new clients and more than $31 million in AUM to his book. McClelland also leads the other advisors at McClelland Financial Group in helping numerous local charities.
The McClelland Financial Group
Assante Capital Management
Thornhill, Ont.
AUM GROWTH: $31,330,319
AUM PER CLIENT: $492,199
REVENUE PER CLIENT: $5,960
CLIENTS AT END OCT 2015: 675
RETENTION RATE: 97.70%
NEW CLIENT GAINED 12MTHS TO END OCT 2015: 28
An expert on how to minimize risk and maximize income during preand
post-retirement stages, Rob McClelland has assisted thousands of investors in achieving their financial goals over the past 20 years. In 2015 alone, he added 28 new clients and more than $31 million in AUM to his book. McClelland also leads the other advisors at McClelland Financial Group in helping numerous local charities.
