Profile
“No matter how many clients I have, I make sure to call each one personally every quarter. It’s a chance to not only update them on their portfolio, but also check on how they’re doing personally”
Kelvin Rampersad,
Carte Wealth Management
With a career spanning more than three decades, Rob McClelland, RFP, CFP, HBA, has built a stellar reputation as one of Canada’s top advisors – and it all started with an early fascination with finance.
“From my early teens, I was always interested in investing,” McClelland says. “I used to subscribe to monthly newsletters like the Money Letter (Canada).”
His practice – The McClelland Financial Group, which has been fully fee-based since 2009 – focuses on understanding the unique and diverse needs of professionals and retirees. Over the years, he has helped thousands of investors take on a universal challenge: how to minimize risk and maximize income as they approach and go through retirement.
“All of our clients have a full financial plan that is updated every 12–24 months,” McClelland says. “We have developed proprietary software that allows us to stay on top of 100% of our clients’ financial needs, including planning, tax, estate, insurance and portfolio management.”
It is clear that McClelland and his team are good at what they do as winners of the prestigious Globe and Mail Report on Business Magazine award for best in Canada and best in province, as well as being on Wealth Professionals Top 50 Advisors in Canada list for the last 10 years.
For the majority of Canadians, a lifetime of tough financial realities can prevent them from achieving true wealth – and that’s something McClelland knows well.
“While my dad had a prestigious career as a Canadian book publisher, the publishing industry was full of ups and downs. This constant flux prevented him from building up any actual net worth,” he recalls. “I soon realized that my family was not alone in this struggle and that it could be a great opportunity to help others be financially successful.”
After a stint as a senior executive at the Hudson Bay Company, McClelland transitioned into the financial services industry. He earned the title of vice president at the Equion Group, after which he became a senior financial advisor at Assante Capital Management – and the rest is history.
With a sterling reputation for delivering outstanding service, McClelland has cultivated his ability to address his clients’ needs by earning his CFP designation in 1996 and his RFP designation later on. Beyond that, he has continued to remain educated in the industry by attending a variety of conferences, seminars and workshops, including Dan Sullivan’s “The Strategic Coach”.
During the worst of the COVID-19 crisis, McClelland’s practice experienced zero disruption in business or service levels as his team swiftly transitioned to working from home. Working hard to stay ahead of the curve with technology helped them immensely in this regard. Since then, they have followed government guidelines as they evolved, and today, The McClelland Financial Group is back in the office.
“One of our primary goals in 2023 is to transition our entire staff back to the office four days a week,” he says. “We’re also adding three junior advisors to our team of four senior advisors and hiring a full-time tax specialist to our team. The goal is to increase the value that we are delivering to each and every one of our clients.”
A passionate and prolific speaker on finance, McClelland has shared his expert insights as a featured guest on “Report on Business” as well as columns for the Financial Post.
“I have spent the last 15 years advocating for free financial education, which we share openly through our Lunch and Learn events, articles, blog posts, podcasts and YouTube videos,” he adds.
Outside the world of financial planning, McClelland spends his spare time perfecting his golf game. In winter, he trades his golf shoes for skis as part of a Toronto hockey team, where he’s been playing for 10 years.
When not enjoying life on Richmond Hill, he loves to travel with his wife and their three adult children.
7787 Yonge Street, Thornhill, ON L3T 7L2
905 771 5200
tmfg@assante.com
linkedin.com/company/the-mcclelland-financial-group-of-assante-capital-management-ltd
tmfg.ca
Rob McClelland RFP, CFP, HBA
Senior Financial Advisor
The McClelland Financial Group of Assante
Capital Management
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Bio
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Milestones
2020–present
Insurance Business Magazine | Key Media
Deputy Principal at Australian Christian College - Southlands
Doctor of Education
2020–present
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2021
Ted Talk in collaboration with key media
Year 7 Community Leader and Leader for Learning Technologies and Platforms at Northern Beaches Christian School
Master of Business Administration, 2017–2019
2021
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1991
1994
2003
2014–2023
Present
Read on
Special Report
Home
Bio
Milestones
Milestones
Insurance Business Magazine | Key Media
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Ted Talk in collaboration with key media
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
Ted Talk in collaboration with key media
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
Ted Talk in collaboration with key media
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Ted Talk in collaboration with key media
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1991
1994
2003
2014–2023
Present
Read on
Special Report
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Bio
Milestones
2022
2014–2023
2003
1994
1991
Present
Insurance Business Magazine | Key Media
Assante Chairman’s Council since 1995
Present
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2014–2023
Human Resources Magazine | key media
2014–2023: Listed as one of Wealth Professional’s Top 50 Advisors
2021–2022: Recognized in Canada’s Top Wealth Management Advisors Report on Business Magazine
2014–2023
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2003
Human Resources Magazine | key media
Assante was purchased by CI Financial
Thirty-three years later, they are managing approximately $690 million in assets
and approximately 850 households
Brought in two additional advisors/planners, Carlo Cansino and John Laconetti,
as well as two more junior advisors
2003
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1994
Human Resources Magazine | key media
Brought on business partner Michael Connon, BSc, CFP
1994
1997
1991
human resources | key media
Started his practice, The McClelland Financial Group,
and joined the Equion Group; Equion Group and Loring Ward later merged
to create what is now known as Assante Wealth Management
1991
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Milestones
Present
Insurance Business Magazine | Key Media
2022
Excellence awardee – Independent Mortgage Adviser of the Year category at the New Zealand Mortgage Awards
2022
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2022
2020–present
Insurance Business Magazine | Key Media
Deputy Principal at Australian Christian College - Southlands
Doctor of Education
2020–present
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2021
Launched his own business,
Ascend Financial Services
2022
2022
Insurance Business Magazine | Key Media
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2021
Launched his own business,
Ascend Financial Services
2022
Senior Financial Advisor
The McClelland Financial Group of
Assante Capital Management
Rob McClelland RFP, CFP, HBA
“I strongly believe in working smarter, not harder. I think it’s one of the keys to living a great life, and I want to share that with as many people as possible”
Kelvin Rampersad,
Carte Wealth Management
