Welcome to The McClelland Financial Group

Your future starts today.

Our goal is to simplify and enhance the financial lives of our clients.

Financial planning is all about taking control of tomorrow today. With a little foresight and planning, you can be well on your way to paving a safe and secure financial future for yourself, and for your loved ones. All too often, people feel overwhelmed by their finances— where to start, how to plan, where to invest their money and how to protect it so that it can be passed down to future generations.

Latest Blogs

Rob McClelland

Rob’s Read: "5 Lessons About Volatility to Learn From the History of Markets"

March 8, 2019
“In 2018, the re-emergence of volatility took many market participants by surprise. After all, aside from a few smaller, intermittent spikes over the course of the current bull market, volatility has largely been in a long-term downtrend since the aftermath of the 2008 Financial Crisis.”
Michael Connon

What is risk?

March 8, 2019
We have realized that our role as a financial advisor is really to manage risk. The first thing we must establish with this responsibility is to define “risk”. Textbooks have told us over the years that you should measure risk in terms of volatility using standard deviations. As a mathematician, this should be easy. Next, we studied investment theory which introduced us into the world of Alpha and Beta.
Carlo Cansino

Treat Savings Like An Expense

October 1, 2018
When it comes to savings, I am a student of the Wealthy Barber, by David Chilton. Pay Yourself First! If the money is not available to you, then it cannot be spent on frivolous purchases. I, for one, am guilty of seeing something I like and then convincing myself that it is an absolute need vs. a want. I know that I am not the only one out there that does this. You know who you are!
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Latest Podcasts

The Best of Both Worlds: The Transition To Global Portfolios

March 9, 2019 - Episode 11
Technological Advancements - Factor and Fee Based Investing - Re-balancing and Tax Effectiveness

Risk- It’s Not Just a Board Game

March 1, 2019 - Episode 10
How do we assess risk in our financial lives? Are we looking at things the right way around or is there something more to the picture.

Quality vs. Quantity As We Age

February 23, 2019 - Episode 9
Is it quality or quantity that matters as we get older? Rob and Mike discuss the pros and cons of when and how to take CPP and OAS and how spending habits should adapt and change as we get older.
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TMFG Tax Service · Returns starting at $199 · Email Michelle Moniz tmfg@assante.com or call 905-771-5200 ext. 223

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