Good 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.
People often feel overwhelmed by their finances.
Where to start?
How to plan?
Where to invest?
How to protect their investment?
How to pass it down to future generations?
With The McClelland Financial Group all those questions are answered. We work in partnership towards your end goal; a happy, successful, stress-free retirement. We focus on giving our clients smart individually tailored financial advice. We combine the strength of Assante Wealth Management’s resources, with the expertise and personal touch of our trusted Financial Advisors.
With access to a wealth of tools and resources, our advisors and their clients are supported by the exceptional investment management team and wealth planning group available through our sister company, CI Investments, and United Financial, a division of CI Private Counsel LP.
One of the most important tasks for advisors is staying on top of everything that makes up a good financial plan. We have developed MY DASHBOARDTM one of the most important instruments in keeping both of us informed and on top of your comprehensive financial plan. Much like the dashboard on your car it is a visual gauge of all the items in your life that make up your total financial plan. It allows us to regularly update and monitor your plan and fill in any gaps or changes. It is an agile system that enables us to provide you with the most complete and accurate information any point in time.
By regularly reviewing tax returns, estate, education, investment and insurance planning we are able to deliver exceptional service and maintain complete transparency.
The McClelland Financial Group is part of Assante Capital Management
Established in 1995, Assante has since become one of the largest Canadian professional services firms in wealth management, supporting 900 advisors who oversee $26 billion in assets for 300,000 clients and their families nationwide. Click here to learn more about Assante Wealth Management.
In 2003, Assante was purchased by CI Financial Corp. – a diversified wealth management firm and the third-largest investment fund company in Canada– bringing additional financial strength and resources to the Assante organization. Since becoming a public company in 1994, CI Financial has been one of the best-performing securities on the S&P/TSX Composite Index.
You can feel secure knowing that your financial needs are being looked after by an Assante-trained Financial Advisor. Our advisors, on average, administer almost twice the assets of advisors at other major independent firms. That’s a powerful indication of their proficiency—and the trust they have earned from their clients.
Our award wining team has one goal – to make you successful.
Our team of financial experts is here to understand exactly what it is you would like to achieve financially, and then work in partnership with you to ensure that your goals are met. If you are successful, we’ve done our jobs.
We take a client-centric approach that integrates and organizes all aspects of our clients’ personal and professional finances. We do this by creating fully customized wealth management solution that are tailored to your unique goals.
We will simplify your life by helping you through complex decisions, as well as take the lead in managing your evolving financial needs.
RFP, CFP, H.B.A.
Vice President, Co-Branch Owner, Senior Financial Planning Advisor
Assante Capital Management Ltd.
B.B.A., FMA, FCSI, CFP
Senior Financial Planning Advisor
Assante Capital Management Ltd.