22 Rob McClelland

22 Rob McClelland

22 Rob McClelland
The McClelland Financial Group
Assante Capital Management
Thornhill, Ont.

AUM GROWTH: $31,330,319
AUM PER CLIENT: $492,199
REVENUE PER CLIENT: $5,960
CLIENTS AT END OCT 2015: 675
RETENTION RATE: 97.70%
NEW CLIENT GAINED 12MTHS TO END OCT 2015: 28

An expert on how to minimize risk and maximize income during preand
post-retirement stages, Rob McClelland has assisted thousands of investors in achieving their financial goals over the past 20 years. In 2015 alone, he added 28 new clients and more than $31 million in AUM to his book. McClelland also leads the other advisors at McClelland Financial Group in helping numerous local charities.

Company Information

  • The McClelland Financial Group
  • 7787 Yonge Street Thornhill, ON

Contact Information