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

JD Power 1st
Advisory Team
Five-Star New

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.,
you get:

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.

An educational approach to the complex financial world. We keep you informed through regular meetings, events, monthly newsletters and weekly podcasts and videos.
YOUR GOAL

What is your
financial priority?

As your Financial Advisor, we get to know what matters to you most and help you reach your goals with confidence.

APPROACH

Evidence-Based Investing.

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

Research-driven investments
vs. market trends

APPROACH

Fee-based
approach.

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

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Transparent pricing so the cost
associated with running your
portfolio and our compensation
are always visible to you.

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Fees in Non-Registered Accounts are tax deductible

Client stories

How to become a client

1

Discovery process

Meet us face to face or online, to see if we’re a good fit and discuss your goals.

2

Action plan

Review your custom-built financial plan and ask any questions and offer feedback.

3

Commitment

Discuss the implementation of your plan, sign paperwork and begin your journey towards financial success.

Meet your advisory team

Know you’re on track to maintain your standard of living and have enough left over to have some fun while you’re at it.

Financial Planning Advice from Canada's Top Financial Advisors

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Copyright Assante Wealth Management. © 2021

Disclaimer | Assante advisory services are offered through Assante Capital Management Ltd. Assante Capital Management Ltd. is a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada. The services described may not be applicable or available with respect to all clients. Services and products may be provided by an Assante advisor or through affiliated or non-affiliated third parties. Some services and products may not be available through all Assante advisors. Services may change without notice. Insurance products and services are provided through Assante Estate and Insurance Services Inc.

We have a team of advisors each specializing in varying portfolio sizes. Please let us know the approx. amount of your investable assets to help us to direct you to the advisor that is best suited to you.