Rob McClelland

Wealth Professional’s Top 50 Advisors for 2023 revealed

Industry's finest excelled in steering clients' portfolios through economic storms

Top 50 Advisors 2022

Wealth Professional salutes 50 advisors whose embodiment of excellence has catapulted them to the top of the industry

How will Russia's invasion of Ukraine impact client portfolios?

Three industry insiders explain what the devastating conflict means for investors

5-Star Advisors

We spotlight 35 talented advisors who are raising the bar for clients in Eastern Canada and Ontario

5-Star Advisory Teams: The McClelland Financial Group

In this WPTV Special we speak to Rob McClelland, Vice President and Founder at The McClelland Financial Group, Assante Capital Management Ltd., about some of the things that have made his team successful, including planning and his approach to serving families

'It's important to have a strategy and stick to it'

An advisor's lessons from a 30-year career include a focus on planning, serving families and committing to strategy

5-Star Advisors and Top Teams 2021

After surveying more than 1,700 advisors and wealth professionals, we salute the standout individuals and 15 firms that have excelled

‘Picking stocks isn’t a game … it’s really hard’

Advisor welcomes new investors to the market but says the majority of the population need financial advice

Time to accept reality rather than ‘cheating’ to get income

Advisors have to be careful of balanced funds moving money away from fixed income to generate returns, says industry insider

How one advisor is preparing for the second wave

Advisor is taking cautious steps to stay ahead of the competition while protecting clients, staff, and his practice