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Our award-winning 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.
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Interested in Financial Planning from TMFG? Just pick up the phone to chat with a member of our client services.
Our Client Services team is available Monday through Friday, 8:30 a.m. to 5 p.m., Eastern time.
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Address:
7787 Yonge St. Thornhill, ON L3T 7L2
Our office is conveniently located in Thornhill, Ontario.
The McClelland Financial group, should be called a Team, as they function in a way that every person that works there is connected to next. I have been with Assante for Decades and am 100% pleased with quality and personality of each and every one that I have come in contact with They are interested in your long term financial future and will guide you through the tough times while modifying your portfolio during the good times all while preparing for possible cyclical downward and upward trends. In person contact is personnel and when you sit down with them, you know they know your family and your goals to financial stability. An honest work ethic with vast communication methods makes you and your family know you are being taken care of. My family gives them our highest recommendation towards securing your financial future.
Mike SteelToronto, ON
I have been a client of TMFG for 25+ years and i must say that the level of support and service I have received has been second to none! I am not yet retired but I have already met my financial goals and feel confident going into retirement in next few years. My children now also work with the team as they launch their life after university. Mike and Rob and the team are always there when you need them and advice I have received over the many years has helped me get thru some challenging times! Just like your doctor and your dentist, having a trusted partner for your finances like the team at TMFG is essential! Highly recommend anyone take a meeting to see how the team can help you also!!
Michele BoyerToronto, ON
My wife and I have worked with McClelland Financial Group for more then 20 years. The performance of our portfolio, during that time, has exceeded our expectations. Also, Rob and his team, have provided excellent service and advise that goes beyond just managing our assets. Thru out regular meetings, I've learned a great deal from his council that has helped immeasurably. He is top in his field and I fully endorse him if you are looking for a new financial advisor.
David ThomsonToronto, ON
Three generations of our family are The McClelland Financial Group (TMFG) clients. Rob and his team provided an excellent service to us over the past 23 years not only during regular scheduled investment review meetings, but also by responding quickly to any email inquiries. The lunch time info sessions, you tube videos and podcasts are a nice source of information on various financial and non-financial topics. We highly recommend TMFG to anyone looking for a new financial advisor.
Helen VodenToronto, ON
I have invested with assante for over 10 years now, and my parents have probably been there for at least 20. They make investing easy, effective, and cost effective! I don’t have to worry about transferring funds manually or finding new investments. All of this is done through my risk assessment and they’re amazing!
Stephanie MesterToronto, ON
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John Iaconetti
For clients with an approximate portfolio size: $300k-$500k

Carlo Cansino
For clients with an approximate portfolio size: $500k – $1.5M

Michael Connon
For clients with an approximate portfolio size: $1.5 – $5M

Rob McClelland
For clients with an approximate portfolio size: $5M+