The McClelland Financial Group of Assante Capital Management Ltd.
Financial planning by Canada's top awarded financial advisors
Helping Canadians achieve their financial goals using evidence-based investing, fuelled by relationships, not commissions.
Assante Capital Management Ltd – one of the largest wealth management firms in Canada
Financial planning by Canada's top awarded financial advisors
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.
What is your
financial priority?
Making sure I'm on track for retirement (45-55 years).
Living well in retirement
(55-80 years).
Better returns on my portfolio (everyone).
As your Financial Advisor, we get to know what matters to you most and help you reach your goals with confidence.
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
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
Transparent pricing so the cost
associated with running your
portfolio and our compensation
are always visible to you.
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
Transparent pricing so the cost associated with running your portfolio and our compensation are always visible to you.
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 the Team
Financial Planning Advice from Canada's Top Financial Advisors
