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 Advisor

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

B.Sc., CFP®

Co-Branch Owner,
Senior Financial Advisor

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

B.B.A., FMA, FCSI, CFP®

Senior Financial Advisor

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

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).

Learn more about John Iaconetti

Ingrid Kucera

Financial Advisor

Ingrid was born and raised in Toronto. She graduated from Queen’s University, where she completed a major in Economics and a minor in Psychology. She found her passion for finance halfway through her academic career and began taking finance-related courses such as risk management and financial economics. Ingrid enjoys helping people work towards financial stability by helping them budget their money. This has led her to a career in financial planning.

 

 

Tyler Robertson

Financial Advisor

Tyler Robertson was born in Richmond Hill and moved to Holland Landing when he was
four, where he grew up with his parents and younger sister. From a young age, Tyler found himself drawn toward the financial industry, which is why he decided to enroll at the University of Guelph, majoring in Finance and Economics. Tyler was fortunate enough to obtain several co-op positions with The McClelland Financial Group while earning his degree. Tyler has been a lifelong Toronto Maple Leaf fan and enjoys staying up to date on all sports.

 

Gabriel Zitoli

Financial Advisor

Gabriel Zitoli was growing up in the home of a small business owner in the Richmond Hill, where he developed a keen interest in finance and business. These passions led Gabriel to attend York University, where he graduated with a Bachelor of Commerce degree with a Specialized Honors in Finance. While pursuing his further education, he began his career in the financial services industry at one of the ‘Big 5’ Canadian banks, quickly working up to an advisory position. In this role, Gabriel was able to further develop his passion for the industry by providing impactful advice and financial solutions to a diverse clientele. 

Team

Socheata Chea

Team Leader

Tel: 905-771-5200 ext. 226
E: schea@assante.com

Michelle Moniz

Business Development Manager

Tel: 905-771-5200 ext. 223
E: mmoniz@assante.com

Keren Daich

Marketing Manager

Tel: 905-771-5200 ext. 246
E: kdaich@assante.com

Patrizia
Palmisano-Evangelou

Service Manager

Tel: 905-771-5200 ext. 227
E: ppalmisano@assante.com

Jessica Moniz

Service Associate

Tel: 905-771-5200 ext. 236
E: jmoniz@assante.com

Pina Berthiaume

Service Associate

Tel: 905-771-5200 ext. 230
E: rpberthiaume@assante.com

Cherica Vincente

Service Associate

Tel: 905-771-5200 ext. 245
E: cvicente@assante.com

Johana Lavalle

Service Associate

Tel: 905-771-5200 ext. 232
E: jlavalle@assante.com

Ryan Donovan

Ryan Donovan

Product Manager

Tel: 905-771-5200 ext. 241
E: rdonovan@assante.com

Michael Ams

Michael Ams

Senior Data Analyst

Tel: 905-771-5200 ext. 225
E: mams@assante.com

Paola Cuzzucoli

Paola Cuzzucoli

Receptionist

Tel: 905-771-5200 ext. 221
E: pcuzzucoli@assante.com

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.