The McClelland Financial Group

Meet your advisory team.

Financial Advisory Team

Team

Socheata
Socheata Chea

Team Leader

Tel: 905-771-5200 ext. 226
E: [email protected]

Michelle Moniz

Michelle Moniz

BD Manager

Tel: 905-771-5200 ext. 223
E: [email protected]

Amber Mazurkiewicz

Amber Mazurkiewicz

Marketing Manager

Tel: 905-771-5200 ext. 229
E: [email protected]

Patricia

Patrizia
Palmisano-Evangelou

Service Manager

Tel: 905-771-5200 ext. 227
E: [email protected]

Jessica

Jessica Moniz

Service Associate

Tel: 905-771-5200 ext. 236
E: [email protected]

Mandi

Mandi Sekhon

Service Manager

Tel: 905-771-5200 ext. 230
E: [email protected]

Alinka

Alina Pak

Service Associate

Tel: 905-771-5200 ext. 228
E: [email protected]

Anu Jayaraj

Anu Jayaraj

Service Associate

Tel: 905-771-5200
E: [email protected]

Michael Ams

Michael Ams

Strategic Associate

Tel: 905-771-5200 ext. 225
E: [email protected]

Ryan

Ryan Donovan

Product Development

Tel: 905-771-5200
E: [email protected]

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.

Financial Planning Advice from Canada's Top Financial Advisors

Sign Up To Receive Email Updates On The Financial Industry And Complimentary Workshops.

By providing your e-mail address you provide The McClelland Financial Group of Assante Capital Management Ltd. with your express consent to send you electronic communications. If you choose to discontinue receiving e-mails, you may withdraw consent by contacting [email protected].

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.