Testimonials

Ray
Ray P.Eng
Retired Engineer
Thornhill, Ontario

I have been a client of Rob McClelland at Assante since 1995. I moved my account to Rob more than three years before I retired. I am a former professional engineer in the Canadian petroleum industry and PEO member. I decided to become an Assante client of Rob, because I had neither the time nor the desire to continue to manage my portfolio alone, although I certainly wanted to see it invested in a way to foster growth, while preserving the capital.

Pat
Pat
Retired Teacher
Thornhill, Ontario

Our involvement with ASSANTE – The McClelland Financial Group started when we were invited to an information night in Thornhill. My husband had recently suffered a detached retina, and was having difficulty accessing information from the newspaper to continue with our investments. Rob’s impressive presentation helped us decide to take the first step in relinquishing our self-investments. It was probably one of the smartest moves we have taken.

Al P.Eng
Al P.Eng
Engineer
Thornhill, Ontario

As an engineer, what I like is that your approach is independent and objective, logical and methodical and what you believe is best for clients, even if not necessarily aligned with corporate preferences. You provide well researched analyses to support decisions and plans, have a good communications strategy and willingly fulfill any request made of you.

Howard
Howard P.Eng
Engineer
Toronto, Ontario

I have been a client of Assante since 2001 and specifically with the McClelland Financial Group since 2007. My move to Assante originally resulted from a search for financial planning expertise which was not being provided by our banking investment advisors. Since becoming a client of Robert McClelland, the depth of the firm’s expertise in financial, tax and retirement planning has become more evident.

Eric
Eric
Retired HR Professional
Stouffville, Ontario

Over the last 20 years I have been a client of several investment and financial advisors from the major banks. No one offered or provided any financial planning or services of any kind other than the buying and selling of stocks. None offered a balanced approach to a portfolio. Given this situation, I lost a substantial amount in the 08 economic downdraft.

Joan
Joan
Retired Teacher &
Family Business Owner
Thornhill, Ontario

I have been very pleased with the advice and service as provided by The McClelland Financial Group (TMFG) under Assante Wealth Management, since joining them in February of 2011.

I have been invested in the stock market, since the ‘80s. I had always used a stockbroker who was a stock picker. In recent years, I suffered financially under a broker as he picked a couple of really bad ones. One financial holding in particular was wound down under financial difficulties, and I lost $50,000. Never again!!

Michelene and Tony
Michelene and Tony
Retired Teacher &
Business Owner
Willowdale, Ontario

Like most people interested in wisely-investing money, we attended many presentations on this topic, and listened to philosophies on investment strategies. At one such presentation, we listened to, (or heard), Rob McClelland speak. By the time we returned home, we knew we had found the right investment firm, and the right advisor for us. Over the past eighteen years, our original decision has not only been constantly re-enforced, but strengthened as well.

Arthur
Arthur
Retired Software Architect
Toronto, Ontario

Transparent, engaging, accessible, knowledgeable, reliable.

Mark and Donna
Mark and Donna
Retired Teacher & Principal
Thornhill, Ontario

My wife and I are new clients of TMFG but already I would say that, based on our experience with two major banks, our TMFG advisor blocks a large period of time for our meetings: we did not feel rushed, lots of time was made to explain what has been done on our behalf. The attention feels personalized in large part due to the setting which our meetings are held.

Lois
Lois
Retired Teacher
Thornhill, Ontario

Carlo Cansino has been my Financial Advisor at The McClelland Financial Group since 2010. From the very first meeting, I knew I had made one of the best decisions of my life by placing my funds under his care. Carlo has always instilled confidence and trust. He is very easy to talk with on any topic, so I always look forward to my meetings with him.

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