Monthly Archives: June 2015

Our office has been very fortunate. The Lunch and Learn presentations have been successful in driving interest to our office from prospective clients. In the prospective client meetings, I am noticing a growing trend – people are concerned with the sustainability and solvency of our dealer, Assante Capital Management Ltd. This is not due to a poor brand in the industry but more so indicative of the sophistication and growth of fraudulent activity in our industry as a whole.

Read Full Article…

For those of you who attended McClelland University earlier this month, this will be a refresher.  President and founder of The McClelland Financial Group, Rob McClelland, opened the event with his presentation entitled, “How to survive the coming bear market”.  By the end of the presentation, the general feeling was “I need to embrace the coming bear market”.

Read Full Article…

Holistic financial planning allows you to understand how realistic financial decisions you make affect other areas of your life. This way you can consider its short and long-term effects on your life goals thus allowing you to adapt more easily to life changes and feel more secure that your goals are on track.

We invite you to join us for our upcoming complimentary workshop we call the “Lunch & Learn” series. Each month we will be introducing new and interesting topics. Invest just 60 minutes and it could save you and your family thousands of dollars…

This event took place at the Thornhill Golf & Country Club on Friday, June 26th, 2015 between 12:00 and 1:30pm.

Read Full Article…

The McClelland Financial Group and the PEO York and Thornhill Willowdale Chapter understands the impact that well-educated youth will have on the quality of our communities and the long-term sustainability and global competitiveness of the Canadian economy.

We also believe that education and higher learning should be a right for all Canadians, not a privilege that is granted to the select few that can continue to afford the rising costs of post secondary education. As a reflection of our commitment to education, and as part of our advocacy in the arena of equal access to higher learning, we are proud to offer The McClelland Financial Group, Professional Engineers of Ontario – York Chapter Scholarship and Professional Engineers of Ontario – Thornhill-Willowdale Chapter Scholarship, valued at $1,500 ea. annually. This will be offered to students entering their first year of post-secondary education.

The scholarships will be awarded on the basis of the student’s community contributions, intra and extracurricular activities and their intention to make a career in the profession of engineering. To qualify for this award, the student must be an honour graduate from a secondary school and be accepted into an accredited engineering program at a Canadian University.


Name of student along with a picture and an essay on “Why do you want to become a Professional Engineer.” (minimum 250 words).  will be posted on our website.

PEO YORK Scholarship Application Form

Checklists offer organization and accountability. The feeling of crossing items off a list is satisfying because it provides a sense of progression – that your actions are leading you to a better position.

At The McClelland Financial Group, our main focus is to facilitate successful transitions for our clients. Whether it be from their employment years to their retirement years, or from their retirement years to wealth transfer years. We provide them with the necessary advice and tools to achieve their unique goals. Throughout their journey, our clients are held accountable by our proprietary checklists, to ensure they are doing their part to realize these goals, without having to spend their valuable time keeping track themselves.

Like most people, when you think of your life, you probably visualize a series of major milestones, acquisitions and events. Buying your first home. Yearly family vacations. Sending your children to university. Finally focusing on your favourite hobby once you retire. Now, take a moment to look at these images and vignettes from an aerial view—how do they fit together financially?