Rob McClelland

For one wealth practice, reimagining the workspace has done wonders

Veteran advisor shares how new work setup, complete with Zoom rooms and a bullpen, has changed the dynamic for his team

How staffing up is paying dividends for veteran advisor's practice

Adding young blood to talent pool has added value for clients and helps future-proof the business, says top financial advisor

Advising the adventurous: how this advisor builds travel plans for clients

Veteran advisor shares from-the-practice insights on jet-setting retirees’ budgeting, currency management, and other decisions

Shooting for the moon might lead to a crash, says seasoned advisor

Senior financial planner warns against chasing high returns in private equity

No need to rethink RRIF withdrawals, says veteran advisor

Time to delay mandatory RRIF withdrawals? Or do retirees have other options to offset longevity risk?

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