WPCA Top 50 Advisor: Rob McClleland

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.

 

Current:  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
ACHIEVEMENTS/RECOGNITIONS: 20th Top Advisor in Canada Ranked by Wealth Professional Magazine 2013 Chairman's Council AWARD by Assante
AFFILIATIONS: Board Member, Muskoka Lakes and Country Club
EDUCATION: 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
Interests	Hockey, Golf, Traveling
Other Information	Written for the Financial Post He played for the Toronto Hockey Team for 10 years