Practice: The McClelland Financial Group
Firm: CI Assante Capital Management
Location: Thornhill, ON
Rob McClelland and his team took home silver at the 2020 Wealth Professional Awards for Advisory Team of the Year (10 Staff or More) and Digital Innovator of the Year. Yet for McClelland, awards pale in comparison to hearing that he’s made a difference for his clients.
“One of my proudest professional moments came when a client I had been advising for the last nine years told me how pleased he was that he had me as his financial advisor,” he says. “This client had months to live and was very comfortable knowing that his wife and family’s financial future was in good hands.”
McClelland’s goal in 2020 was to make sure his team could adapt and maintain strong relationships with clients who were struggling with the uncertainties of the market. For 2021, his primary objective is “to continue to maximize and streamline our operations and continue to grow to help as many new clients as possible to have a solid plan and advisor, securing their financial and personal success.”