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.

We Did It! The McClelland Financial Group won the prestigious
AGF Award for Engagement, Loyalty and Client Care.
Making us the top performing office in Canada. #whywearehere #WPAwardsCA

Latest Blogs

Carlo Cansino

Subscription services make life easier, but costs can add up.

July 1, 2019
It’s true. I love my subscription services. Pay on a monthly basis for the convenience of never worrying about a bill – what a time saver! But, can it be a money waster? Definitely.

Millenial Moment: Canada’s single-use plastics ban: What we know so far and what you can do to recycle better

July 1, 2019
Every year there has been new global initiatives to protect our environment and rightfully so. Latest environmental studies show that pollution and carbon emissions will lead to substantial changes in our earth by as early as 2050.
Rob McClelland

Rob’s Read: "The Life Cycle of Wealth"

June 1, 2019
"In his book The Ages of the Investor, William Bernstein describes a mythical employer named Uncle Fred who offers investors a retirement savings scheme determined by the flip of the coin. One side of the coin results in a +30% annual gain while the other side gives you a -10% loss in a given year."
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Latest Podcasts

Sticking To The Plan

July 16, 2019 - Episode 17
Is the real estate portion of your retirement plan really where it should be? How does the brain see your money? Cash occupies a different part of your brain than your retirement savings. Too many unadvised upgrades can your retirement downfall.

Trade with China; Tariffs and Volatility in the Market

June 15, 2019 - Episode 16
How do Trump's imposed tariffs on China affect the market. Do you know how tariffs actually work? Find out here.

Can Mutual Funds Outperform The Index

June 8, 2019 - Episode 15
Examining the mutual fund landscape. An in depth look at the active funds from 1999-2018. Rob and Mike discuss "Survival Bias" and what it can do the skew the numbers. Is it all just a shell game?
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Proud to be ranked Top 50, 6 years in a row!

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