Financial Planning by Canada’s Top Awarded Financial Advisory Group
The McClelland Financial Group of Assante Capital Management Ltd.
We help you achieve your financial goals using evidence-based investing, fuelled by relationships, not commissions.
Assante Capital Management Ltd. – one of the largest wealth management firms in Canada
As part of Assante Capital Management Ltd –
one of the largest wealth management firms in Canada
Your financial advisor’s incentive should be your success.
When you work with
The McClelland Financial Group of Assante Capital Management Ltd.,
Advisors who work closely with you to create a personalized plan and help you stick with it.
Peace of mind, knowing that your advisor is here for you, whether you’re experiencing life changes, altered financial goals, or market volatility.
Advisors who have no outside incentive, so they’ll always put your interests first.
What is your
As your Financial Advisor, we get to know what matters to you most and help you reach your goals with confidence.
Replacing biases and gut feelings with data, logic and science. For more than 30 years, we have been putting financial science to work for investors by translating compelling research into real-world investment solutions.
Evidence-based investing vs. emotional investing
vs. market trends
With a fee-based platform, clients pay their advisor directly as opposed to the advisor being compensated based on a commission-based model by the investment company.
No product ties
Lower-fees, giving you up
to 40% in cost-savings
Transparent pricing so the cost
associated with running your
portfolio and our compensation
are always visible to you.
Fees in Non-Registered Accounts are tax deductible
How to become a client
Meet us face to face or online, to see if we’re a good fit and discuss your goals.
Review your custom-built financial plan and ask any questions and offer feedback.
Discuss the implementation of your plan, sign paperwork and begin your journey towards financial success.
Meet your advisory team
Financial Planning Advice from Canada's Top Financial Advisors