WPCA Top 50 Advisor: Rob McClleland

WPCA Top 50 Advisor: Rob McClleland

WPCA Top 50 Advisor: Rob McClleland Rob McClleland
Name: ​Rob McClelland, RFP, CFP, HBA
 
Rob is the founder and owner of The McClelland Financial Group, a Senior Financial Planner and Co-Branch Manager of Assante Capital Management Ltd. The McClelland Financial Group has thorough understanding of the diverse needs of professional and retired clients; Rob McClelland holds an Honours degree in Business Administration from the prestigious University of Western Ontario’s Richard Ivey School of Business. Rob McClelland is a Certified Financial Planner.


Question: How do you plan to adapt to the many regulatory changes that are set to affect the financial planning industry?
Answer: Luckily we moved to a fee-based practise in 2008 and have always provided detailed financial planning to our clients not just investment advice.

Question: What makes a good financial planner? 
Answer: A good financial planner should be able to guide you to set realistic goals, and help you design a sensible approach to retirement.

Traits that a good financial planner should have are being a good problem solvers, can organize clients, be patient and a good listener as well they must know their industry and be a good communicator.
 
 
Current: 
  • Founder and President, The McClleland Financial Group (1991)
  • Vice President and Senior Financial Advisor, Assante Capital Management & Assante Wealth Management (1995)
  • Years of Experience:
    23 Years of experience in the industry
    ACHIEVEMENTS/RECOGNITIONS:
    • 20th Top Advisor in Canada Ranked by Wealth Professional Magazine
    • 2013 Chairman's Council AWARD by Assante
    AFFILIATIONS:
    • Board Member, Muskoka Lakes and Country Club
    EDUCATION:
    • Business Administration, The University of Western Ontario – The Richard Ivey School of Business (Graduated with honours)
    Current Town

    Richmond Hill, Ontario

    Family Married with 3 children
    Interests
    • Hockey, Golf, Traveling
    Other Information
    • Written for the Financial Post
    • He played for the Toronto Hockey Team for 10 years

    Weal Professional Canada Top 50 Advisor 2014

    To read the full feature, click on the following link Wealth Professional Canada Top 50 Advisor for 2014