The McClelland Financial Group

Meet your advisory team.

Financial Advisory Team

Rob McClelland

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.

Learn more about Rob McClelland

Michael Connon​

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.

Learn more about Michael Connon

Carlo Cansino​

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.

Learn more about Carlo Cansino

john-iaconetti-a

John Iaconetti

B.A.S., Spec. Hons. Administrative Studies (Finance)

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 is currently working towards his Certified Financial Planner Designation (CFP).

Learn more about John Iaconetti

Team

Socheata
Socheata Chea

Team Leader

Tel: 905-771-5200 ext. 226
E: [email protected]

Michelle Moniz

Michelle Moniz

Business Development Manager

Tel: 905-771-5200 ext. 223
E: [email protected]

Amber Mazurkiewicz

Amber Mazurkiewicz

Marketing Manager

Tel: 905-771-5200 ext. 229
E: [email protected]

Patricia

Patrizia
Palmisano-Evangelou

Service Manager

Tel: 905-771-5200 ext. 227
E: [email protected]

Ryan Donovan

Ryan Donovan

Product Manager

Tel: 905-771-5200 ext. 241
E: [email protected]

Michael Ams

Michael Ams

Strategic Associate

Tel: 905-771-5200 ext. 225
E: [email protected]

Mandi

Mandi Sekhon

Service Supervisor

Tel: 905-771-5200 ext. 230
E: [email protected]

Stella Walter

Stella Walter

Administrative Assistant

Tel: 905-771-5200 ext. 222
E: [email protected]

Jessica

Jessica Moniz

Service Associate

Tel: 905-771-5200 ext. 236
E: [email protected]

Reid Landsberg

Reid Landsberg

Service Associate

Tel: 905-771-5200 ext. 228
E: [email protected]

Stephanie Balogh

Stephanie Balogh

Service Associate

Tel: 905-771-5200 ext. 231
E: [email protected]

Paola Cuzzucoli

Paola Cuzzucoli

Receptionist

Tel: 905-771-5200 ext. 221
E: [email protected]

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.

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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.