About Us
Helping Canadian Families create wealth and prosperity through sound financial planning.
Sound financial planning since 1991.
About
Good financial planning is all about taking control of tomorrow today. With a little foresight and planning, you can be well on your way to paving a safe and secure financial future for yourself, and for your loved ones.
People often feel overwhelmed by their finances.
- Where to start?
- How to plan?
- Where to invest?
- How to protect their investment?
- How to pass it down to future generations?
With our advisors, all these questions are answered.
We work in partnership with you towards your end goal – a happy, successful, simplified financial life.
We combine the strength of Assante Wealth Management’s resources, with the expertise and personal touch of our trusted Financial Advisors.
With access to a wealth of tools and resources, our advisors and their clients are supported by the exceptional investment management team and wealth planning group available through our sister company, CI Investments, and United Financial, a division of CI Private Counsel LP.
Our Award Winning Team Has One Goal – To Make You Successful.
Our financial advisors are here to understand exactly what it is you would like to achieve financially, and then work in partnership with you to ensure that your goals are met. If you are successful, we’ve done our jobs.
We take a client-centric approach that integrates and organizes all aspects of our client’s personal and professional finances. We do this by creating fully customized wealth management solutions tailored to your unique goals and evolving financial needs.
My Dashboard™
One of the most important tasks for an advisor is to stay on top of everything that makes up a good financial plan.
We have developed My DashboardTM, a visual guage, much like the dashboard on your car. It is a tool that allows us to monitor and update your plan and fill in any gaps or changes by regularly reviewing your tax returns, estate documents, investment portfolio and insurance plans.
Assante Wealth Management
The McClelland Financial Group is part of Assante Capital Management
Established in 1995, Assante has since become one of the largest Canadian professional services firms in wealth management, supporting 900+ advisors who oversee $53 billion in assets for 300,000 clients and their families nationwide.
In 2003, Assante was purchased by CI Financial Corp. – a diversified wealth management firm and the third-largest investment fund company in Canada– bringing additional financial strength and resources to the Assante organization. Since becoming a public company in 1994, CI Financial has been one of the best-performing securities on the S&P/TSX Composite Index.
You can feel secure knowing that your financial needs are being looked after by an Assante-trained Financial Advisor. Our advisors, on average, administer almost twice the assets of advisors at other major independent firms. That’s a powerful indication of their proficiency—and the trust they have earned from their clients.
Financial Planning Advice from Canada's Top Financial Advisors
