The McClelland Financial Group
CI Assante Capital Management
A regular feature on Wealth Professional’s Top 50 Advisors list since its inception, Rob McClelland has made a tremendous jump in the standings, moving up from number 42 in 2021 to number 26 this year. That’s largely due to a boost in AUM, which elevated him past the $600 million mark.
Now in his 30th year in the industry, McClelland still envisions himself as an advisor in 10 years’ time, though in a less hands-on capacity. He foresees moving out of all client relationships by that point but continuing to provide inspiration to his team.
In the nearer term, his primary objectives are to grow the tax service in his practice, continue to build on social media efforts, expand his rollout of next-generation family meetings to his entire client base and develop a permanent hybrid work strategy.