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.
John

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

Is There a Recession on The Horizon?

August 17, 2019 - Episode 22
This week in the markets we have seen some upsets with yield curve inversions. What is a yield curve inversion and how does it affect long and short term money? Understanding the runaway economy and how interest rates interact with it to keep it in check. When the recession does hit what should we do? This and more today on ThinkSmart.

Dimensional Fund Advisors - It’s a Way of Thinking

August 10, 2019 - Episode 21
Research that really works. The smart guys are finding the truth about how the markets work. Dimensional Fund Advisors was founded in 1981 by David Booth based on what he learned from Eugene Fama, Noble Prize laureate in Economics. What they are doing in the investment industry is unprecedented. Find out what some of their their core beliefs are in discussion with DFA's Baylor Crawford.

The CPP Debate- Early or Late Withdrawal What Are The Benefits?

August 2, 2019 - Episode 20
When is the best time to start to take CPP? Many considerations come into play; estate plans, claw backs, benefits and tax advantages. How to optimize CPP withdrawal planning to get you through the 3 phases of your retirement; the Go-Go, Slow-Go and No-Go phases of retirement. Listen here today to find out what your best case scenario may be.
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Proud to be ranked Top 50, 6 years in a row!




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