Rob McClelland of The McClelland Financial Group is rank 8 in Wealth Professional Canada's 2017 Top 50 Advisors
The McClelland Financial Group
Assante Capital Management
Thornhill, ON
Rob McClelland celebrated his silver anniversary in the advisory business in 2016. It’s fitting, then, that the head of The McClelland Financial Group finds himself in such a lofty position on this year’s Top 50 Advisors list. With AUM growth of almost $44 million in 2016, he has been able to cultivate new business by dedicating himself to ensuring that his clients always stay in the loop.
This comes in many forms other than traditional consultations. McClelland and his team host monthly lunch and learns on financial planning, as well as an annual McClelland University event where a variety of guest speakers address the firm’s clients.
The TMFG Scholarship Program is another provision McClelland has introduced to strengthen ties with his clients. “We are incredibly proud of this initiative,” he says. “We understand the impact that well educated youth will have on the quality of our communities and the long-term sustainability and global competitiveness of the Canadian economy. Therefore, we offer this scholarship to children and grandchildren of our clients.”
Assante Capital Management
Thornhill, ON
Rob McClelland celebrated his silver anniversary in the advisory business in 2016. It’s fitting, then, that the head of The McClelland Financial Group finds himself in such a lofty position on this year’s Top 50 Advisors list. With AUM growth of almost $44 million in 2016, he has been able to cultivate new business by dedicating himself to ensuring that his clients always stay in the loop.
This comes in many forms other than traditional consultations. McClelland and his team host monthly lunch and learns on financial planning, as well as an annual McClelland University event where a variety of guest speakers address the firm’s clients.
The TMFG Scholarship Program is another provision McClelland has introduced to strengthen ties with his clients. “We are incredibly proud of this initiative,” he says. “We understand the impact that well educated youth will have on the quality of our communities and the long-term sustainability and global competitiveness of the Canadian economy. Therefore, we offer this scholarship to children and grandchildren of our clients.”
