Rob McClelland

RFP, CFP, H.B.A.

Vice President, Co-Branch Owner
Senior Financial Planning Advisor
Assante Capital Management Ltd.

About

Rob is the founder of The McClelland Financial Group and a Senior Financial Planner and Co-Branch Manager of Assante Capital Management Ltd. Offering a thorough understanding of the diverse needs of professional and retired clients, Rob McClelland holds an Honours degree in Business Administration from the prestigious University of Western Ontario’s Richard Ivey School of Business.

An expert on how to minimize risk and maximize income during pre and post-retirement stages, Rob has assisted thousands of investors achieve their financial goals over the past 30 years. A prolific speaker and finance educator, Rob has been a featured guest on ‘Report on Business’ and has written for the Canadian-acclaimed newspaper, the Financial Post. Rob has built a solid practice at The McClelland Financial Group based on a reputation for delivering outstanding service and consistent effort.

Prior to embarking on a successful career in the financial services industry, Rob was a Senior Executive for a successful Canadian retailer. He later earned the title of Vice President of The Equion Group before later transitioning to the role of Senior Financial Advisor, Branch Manager and Vice-President of Assante Capital Management Ltd. Rob has achieved both the RFP and CFP (Certified Financial Planner) designation and is one of the only few hundred Registered Financial Planners in Canada.

Rob is an avid golfer and loves to travel with his family during his spare time. A love for hockey, Rob has played on a Toronto hockey team for over 10 years and resides in Richmond Hill with his loving wife and 3 children.

905-771-5200 ext. 234 | [email protected]

Articles

Articles

Re-Framing the Next Downturn

“It feels like people have been worried about the next recession every day since the last one was over. I get it. Recessions aren’t fun. But you can’t constantly remain in the fetal position simply because you know the economy and markets eventually have a downside.”

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Articles

Can the Stock Market Predict The Next Recession?

As of this morning’s cold open, the S&P 500 is down 7.5% or so. The Fed is hiking interest rates. Mortgage rates are rising. Homebuilder stocks are getting annihilated. The economic recovery is well into its ninth year. The unemployment rate is the lowest it’s been in 50 years. People are asking — are the markets predicting a recession?

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Articles

All That Glitters

In times of turbulence in the market many clients asked me my thoughts on gold. Here is some information I think you might find interesting. Richard Wylie’s latest edition of The Big Picture commentary explains that during times of heightened uncertainty, investors have sought the refuge of lower risk investments. One of these so-called safe-haven investments, gold, has a particularly long history of attracting attention during periods of political and social upheaval.

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ThinkSmart Podcast

Think Podcast
Podcasts

Top Performing Stocks

 Financial Advisors Rob McClelland and Mike Connon review the top-performing stocks on the S&P 500, the Russel 3000, and the NASDAQ and discuss the

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Rob's Reads

The Road to Recovery
Rob's Reads

The Road To Recovery

The North American economies endured an unprecedented case of whiplash in 2020. The shock of the COVID-19 pandemic triggered the most pronounced economic contraction of

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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.

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