Rob McClleland's Wealth Professional Canada Top 50 Advisor Profile.
Name: Rob McClelland, RFP, CFP, HBA
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.
|Years of Experience:
23 Years of experience in the industry
Richmond Hill, Ontario
|Family||Married with 3 children|
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