The McClelland Financial Group of Assante Capital Management Ltd.
Ultra High Net Worth
Wealth Management Advisors in Toronto
We help high-net-worth individuals and families in Toronto and across Canada achieve their financial goals using evidence-based investing, fuelled by relationships, not commissions.
Wealth Management Professionals for High-Net-Worth Families in Toronto.
Assante Capital Management Ltd. – one of the largest wealth management firms in Canada
High-Net-Worth Wealth Management and Financial Planning in Toronto
As one of Canada's top Wealth advisors and a top J.D. Power Full-Service Investor Satisfaction winner, TMFG has extensive experience meeting the unique needs of high-income individuals and families.
An experienced team of top high net worth Financial advisors who work closely with you to create a personalized plan that looks at everything from fiduciary investment management and tax strategies to estate planning.
Financial Advisors who have no outside incentive, so they’ll always put your interests first, while safeguarding your wealth for future generations.
Protect your assets and have peace of mind, knowing that your advisor is here for you, whether you’re experiencing life changes, altered financial goals, or market volatility.
A customized high-net-worth wealth management that includes a customized financial plan, risk management, retirement planning, high net worth tax strategies. transfer-of-wealth, estate planning, and charitable giving accounts – all tailored to support and protect your financial wealth.
Serving High Net Worth Individuals and Families across Toronto Since 1998
We sat down with a few of our clients and asked them questions about their experience of being under the care of TMFG. Here’s what they had to say.
What is your
financial priority?
Making sure I'm on track for retirement
Living well in retirement
Better returns on my portfolio
As one of the top Financial planners in Toronto, we get to know what matters to you most and help you reach your goals with confidence.
Your Financial Advisory Team
Rob McClelland
RFP, CFP®, H.B.A.
Vice President,
Co-Branch Owner,
Senior Financial Planner
Rob McClelland is ranked as one of Canada’s Top Financial Advisors by Wealth Professionals. Rob has been on the Top 50 Canadian Advisors List since its inception in 2014. The McClelland Financial Group has been named top Advisor in Canada by Report on Business Magazine.
Michael Connon
B.Sc., CFP®
Co-Branch Owner,
Senior Financial Planner
Michael Connon is a financial educator and advisor in the Thornhill area who has been helping thousands of investors, retirees and pre-retirees from companies such as RIM, Imperial Oil, IBM, Royal Bank, and Procter & Gamble.
Carlo Cansino
B.B.A., FMA, FCSI, CFP®
Senior Financial Planner
Carlo started his career with TD Bank before moving onto Assante Wealth Management in 2004. After several years with Assante’s National Accounts office, he joined The McClelland Financial Group. Carlo specializes in pre-retirement planning working with young professionals to assist in accumulating wealth during their high income-earning years.
Evidence-based investing
Replacing biases and gut feelings with data, logic and science. For more than 30 years, we have been putting financial science to work for investors by translating compelling research into real-world investment solutions.
Evidence-based investing vs. emotional investing
Research-driven investments
vs. market trends
Fee-based approach
With a fee-based platform, clients pay their advisor directly as opposed to the advisor being compensated based on a commission-based model by the investment company.
No product ties
Lower-fees, giving you up
to 40% in cost-savings
Transparent pricing so the cost
associated with running your
portfolio and our compensation
are always visible to you.
Fee-based approach
With a fee-based platform, clients pay their advisor directly as opposed to the advisor being compensated based on a commission-based model by the investment company.
No product ties
Lower-fees, giving you up
to 40% in cost-savings
Transparent pricing so the cost associated with running your portfolio and our compensation are always visible to you.
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.
Meet the Best High Net Worth Financial Advisors in Canada
Know you’re on track to maintain your standard of living and have enough left over to have some fun while you’re at it.
FAQ
A high net worth individual or family is anyone with at least $1 million in liquid assets.
At the TMFG, we think a high net worth individual is someone with at least $1 Million in liquid assets, while an ultra-high-net-worth individual is someone with at least $10 Million in liquid assets.
TMFG has been providing providing financial advisory services to high-net-worth clients across Toronto for 30+ years.
It all begins with with an open and honest discussion.
1/ The Discovery Process. Meet us face-to-face or online so you can see if we’re a good fit while we ask about your financial needs and goals.
2 / The Action Plan. Be presented with a custom-built financial plan that meet your objectives and goals and be able to ask questions and offer feedback.
3/ The Beginning. Join us for one last meeting to go over any other questions, sign your paperwork, and get started!
While each individual investor’s needs are different, we understand High-net-worth investors are seeking ways to further grow, protect, leverage, and transfer their wealth.
Not every financial firm is suited or has the infrastructure and experience to properly accommodate the challenges of High-Net-Worth (HNW) investors financial goals.
At TMFG, our variety of financial services are specifically designed to provide that level of service to help clients grow, protect, leverage, and transfer their wealth.
