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

Rob McClelland

Rob’s Read: The Real Reason Value Has Been Lagging Growth

Oct, 2019
"Portfolio managers that invest in undervalued stocks have lagged funds that hold growth stocks over the past decade — leading market commentators to speculate that value investing is dead."
Michael Ams

Do you feel that you're just not being as productive as you'd like?

Oct, 2019
At the end of the day we always wish we had more time, unfortunately time is a depreciating asset that we can never recover.

Millennial Moment: A Recession is Inevitable, But Should You Care?

Oct, 2019
A recession is inevitable, the question was never if it would occur but when. Often the word recession strikes fear in most investors, but of course, because nobody likes to see their portfolio fall.
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Latest Podcasts

Technology: Making Us Way Better At What We Do!

November 9, 2019 - Episode 32
Technology has had a huge impact on financial services. Market efficiencies are translating into enormous benefits for clients. Listen here today for more insights in part 2 of our debrief of DFA's Charlotte, NC conference.

The Evolution of Funds - Dimensional Fund Advisors Conference Charlotte NC

November 2, 2019 - Episode 31
Charlotte North Carolina 2nd largest U.S. financial center plays host to the annual DFA conference. A company that aims out do even their best, 30 years on. What strategies and growth are we seeing in new portfolios? What is it about this company that helps them thrive in excellence.

Part 2 - Pursuing A Better Investment Experience

October 19, 2019 - Episode 30
Key principles to improve your investment success. Practice smart diversification to manage risk. Avoid timing the market to maximize your returns. Managing your emotions can be a struggle when it comes to your investments. This and more today on ThinkSmart.
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Proud to be ranked Top 50, 6 years in a row!

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