The McClelland Financial Group

Toronto Financial Planning and Wealth Management Financial Advisor. TMFG helps investors in Canada and Toronto with people-powered, evidence-based investments, not commissions. Financial Planning: taking control of the future today. By planning and thinking ahead, you can ensure you have a financial future that is both secure and comfortable. Our objective is to partner with you to help you realize your goal: a successful and enjoyable financial life. Assante Wealth Management offers the trusted resources and expertise of a Financial Advisor. We call this the power of two. Our advisors now profit from the vast resources and tools present in our sister firms, CI Investments and United Financial, which are divisions of CI Private Counsel LP.

The reviews commonly praise The McClelland Financial Group and Assante's personalized service. Communication is a consistent strength of both, with clients mentioning that they feel heard, listened to, and valued, as well as prompt responses to concerns and the team's diversity and expertise. They all express that their portfolios have performed well over a long period. The focus on the financial sector with regular reviews and recommendations for improvements usually includes holistic financial planning, such as retirement planning or estate planning. There is much emphasis on how much clients have learned from working with Rob and others in terms of investment strategies and total financial thinking. Clients all seem to be happy with the group's service, and many individuals have fantastic success stories. The warmth and differences in how they were treated by previous advisors are also often highlighted. Across the reviews, there is a consistent desire to recommend McClelland to others.