The McClelland Financial Group
Meet your advisory team.
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.
John Iaconetti
B.A.S., CFP®
Financial Advisor
After graduating with a Bachelor of Administrative Studies with Honours in Finance John joined The McClelland Financial Group of Assante Capital Management Ltd. in February 2016 as a Service Associate. John quickly worked to the role of a Financial Advisor. John has earned his Life License Qualification Program (LLQP) Insurance Designation and Certified Financial Planner Designation (CFP).
Team
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.
Financial Planning Advice from Canada's Top Financial Advisors
