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

What is wealth management
Articles

What is Wealth Management

Wealth management is a 360-degree view of your financial life. When most people hear the term Wealth Management, they believe it has to do with

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ThinkSmart Podcast

Podcasts

How to Teach Your Children About Money

As children go through the various stages of life it’s important to teach them about the value of money. Whether it’s saving wages from their Summer job, collecting an allowance, or setting out on a new career path as a recent university graduate. Whiche…

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The Importance of Being Compliant
Podcasts

The Importance of Being Compliant

Compliance is an integral part of any good financial firm. Why is it good for clients, potential clients, and the company? Compliance is there to ensure that we follow the rules and laws of the province and the county.Join us today as Financial Advisors …

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Forecasting: Why We Don’t Look At the Weather Anymore
Podcasts

Forecasting: Why We Don’t Look At the Weather Anymore

The weather, just like financial outcomes, is difficult to predict. It’s a tough spot for most financial advisors. There are always predictions about GDP, the unemployment rate, and the markets, and it seems these predictions always either surprise or di…

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What You Should Expect From Your Financial Advisor
Podcasts

What You Should Expect From Your Financial Advisor

As consumers, we are hearing a lack of service placed squarely on the shoulders of COVID -19 and “supply chain demand.” Still, this sentiment seems to have permeated even the financial services industry. Today on ThinkSmart with TMFG Financial Advisors R…

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The Data on Why You Shouldn’t Pick Individual Stocks?
Podcasts

The Data on Why You Shouldn’t Pick Individual Stocks?

Even the best and the brightest in the financial services industry don’t always know when it’s a sure thing. Today on ThinkSmart with TMFG we take a look at what the data says about stock picking.
Key Points:
Financial ExpertsChances of Outperforming the…

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Rob's Reads

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Rob's Reads

35 Ideas from 2021

SafalNiveshak.com: While we don’t make predictions it’s sometimes good to have the discussion to prepare for possibility of a bear market. I really liked this

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Our Goal

Our Award Winning Team Has One Goal – To Make You Successful.

Team TMFG

Our team of financial experts is 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 clients’ personal and professional finances. We do this by creating fully customized wealth management solutions that are tailored to your unique goals and evolving financial needs.

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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.

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.