Rob McClelland of The McClelland Financial Group is rank 7 in Wealth Professional Canada's 2018 Top 50 Advisors
The McClelland Financial Group
Assante Capital Management
Thornhill, ON
In wealth management, consistency is key. It’s a quality Rob McClelland has displayed throughout his career, which is why he has been able to build a book of business approaching $445 million. The Thornhill, Ontariobased advisor has shown similar qualities when it comes to his five appearances on WPC’s Top 50 Advisors list. Last year he was ranked eighth, and he moves up one spot for 2018.
McClelland has already set a number of targets for the new year, including $50 million in new assets, more than $5 million in gross revenue for his team and completing more than 200 tax returns for his clients. To achieve that, he plans to upgrade his software system, becoming 100% cloud-based, while increasing his business from 96% to 98% fee-based.
While McClelland is confident he can achieve those goals, there are headwinds in the investment space that can’t be ignored. The end of the current bull market looms on the horizon, as does the ever-present issue of further regulation. However, McClelland is fully prepared to face these challenges head-on. “The industry is moving to fee-based, and that is causing issues for those late to the game,” he says. “CRM2 has only helped to confuse some clients, so until CRM3 is complete, it is not a level playing field.”
Assante Capital Management
Thornhill, ON
In wealth management, consistency is key. It’s a quality Rob McClelland has displayed throughout his career, which is why he has been able to build a book of business approaching $445 million. The Thornhill, Ontariobased advisor has shown similar qualities when it comes to his five appearances on WPC’s Top 50 Advisors list. Last year he was ranked eighth, and he moves up one spot for 2018.
McClelland has already set a number of targets for the new year, including $50 million in new assets, more than $5 million in gross revenue for his team and completing more than 200 tax returns for his clients. To achieve that, he plans to upgrade his software system, becoming 100% cloud-based, while increasing his business from 96% to 98% fee-based.
While McClelland is confident he can achieve those goals, there are headwinds in the investment space that can’t be ignored. The end of the current bull market looms on the horizon, as does the ever-present issue of further regulation. However, McClelland is fully prepared to face these challenges head-on. “The industry is moving to fee-based, and that is causing issues for those late to the game,” he says. “CRM2 has only helped to confuse some clients, so until CRM3 is complete, it is not a level playing field.”
