supplied
Senior Financial Advisor, RFP, CFP, H.B.A.
The McClelland Financial Group of Assante Capital Management Ltd.
7787 Yonge Street, Thornhill, ON , L3T 7L2
Team Assets (Custodied)
$627-million
Typical Size of Household Accounts
$100,000 -
$12-million
Minimum Account Size for New Business
$2-million
Typical Net-Worth of Relationships
$1-million -
$30-million
Rob McClelland is the founder of The McClelland Financial Group and a Senior Financial Advisor. He offers a thorough understanding of the diverse needs of professional and retired clients.
Rob holds an Honours degree in Business Administration from Western University’s prestigious Richard Ivey School of Business. For more than 30 years, he has helped thousands of investors to achieve their financial goals. He is an expert in how to minimize risk and maximize income during pre- and post-retirement stages.
A prolific speaker and financial educator, Rob has been featured in Report on Business magazine and written for the Financial Post. Rob has been one of Wealth Professional’s Top 50 Advisors in Canada since 2014. In 2021, the Globe and Mail included Rob in its ranking of Canada’s Top Wealth Advisors. Rob has built a solid practice at The McClelland Financial Group based on a reputation for delivering outstanding service and advice.
Prior to embarking on a successful career in the financial services industry, Rob was a senior executive for a successful Canadian retailer. He was vice president of The Equion Group before transitioning to the role of Senior Financial Advisor at Assante Capital Management Ltd. Rob has achieved his Certified Financial Planner (CFP) designation, and is one of only a few hundred in Canada to receive Registered Financial Planner (RFP) designation.
Rob is an avid golfer, and has played on a Toronto hockey team for over 15 years. He resides in Richmond Hill with his loving wife and three children. Rob loves to travel with his family during his spare time.
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