WPCA Top 50 Advisor: Rob McClleland

Rob McClleland's Wealth Professional Canada Top 50 Advisor Profile.

WPCA Top 50 Advisor: Rob McClleland

Name: â€‹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.


  • 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
    • 20th Top Advisor in Canada Ranked by Wealth Professional Magazine
    • 2013 Chairman's Council AWARD by Assante
    • Board Member, Muskoka Lakes and Country Club
    • 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
    • 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

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