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
No need to rethink RRIF withdrawals, says veteran advisor
WealthProfessional.ca: “As Canadians live longer and increasingly rely on personal savings to sustain them in old age, there’s more urgency than ever for innovation in
Is Pension Income Taxable in Canada?
The days of working for a company for 30 years and having them take care of you in retirement are long gone. A life-long pension
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
Which country would Canadians most like to retire to?
WealthProfessional.ca: “For many Canadians, retirement will be spent in Canada, possibly in the city in which they have spent their working lives. But for others,
How some of Canada’s top wealth advisors are approaching this RRSP season
Alternative investments, which are often RRSP-eligible, include music royalties like those in ICM Crescendo Music Royalty Fund, which acquires rights to music catalogues that generate
Inspired To Retire? Here Are 10 Tips To Do So In Wealth, Health, And Happiness
Forbes.com: “Surprisingly, the coronavirus pandemic was a strong impetus for some people to retire early. This trend results from a pendulum that swings from record-breaking
ThinkSmart Podcast
Rob's Reads
The US Hasn’t Noticed That China-Made Cars Are Taking Over the World
Bloomberg.com: When Andreas Tatt, a manager at a greeting card company in Canterbury, UK, was interested in buying a new car, he knew he’d go
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
Web3 vs. The Metaverse: Which Is Bigger?
TheFinancialStar.com: “The web is evolving. It is turning from “Web 2.0” into Web3. And the next iteration is very different from what we have now.
Why I’ll Always Be Optimistic About the Market
David Booth (Founder of Dimensional Fund Advisors): “It’s hard to believe we’re approaching the end of the second year of this global pandemic. Despite the
How to Talk to Your Adult Children About Your Finances. And Why It’s Important.
As awkward and difficult as children may find it to discuss financial matters with their aging parents, it often is just as awkward and difficult
What a Liberal minority government might mean for Canadians going forward
“The 44th Canadian federal election was held on September 20, 2021 to elect members to the 44th Canadian Parliament. After two terms as governing party,
Our Award Winning Team Has One Goal – To Make You Successful.
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.
Financial Planning Advice from Canada's Top Financial Advisors
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