TMFG has been rated 5 Stars in Wealth Professional Canada’s latest 5-Star Awards
Online PR News – 21-May-2021 – Toronto, ON – Thornhill-based The McClelland Financial Group of Assante Capital Management Ltd. has been included in Wealth Professional’s 5-Star Awards. This coveted list spotlights the advisors and teams who are delivering top-notch service to clients, as rated by investors.
“Wealth Professional strives to recognize the best in the wealth management industry. At the heart of that industry are the financial advisors and advisory teams who provide necessary advice to millions of Canadians each year, who are the focus of WP’s latest 5-Star Awards. This report features 5-Star Top Teams from around the country, as well as the 5-Star Advisors from Western Canada and Quebec,” says the WP team.
“So what qualities define a 5-Star Advisor? The investors WP surveyed were asked to rank their advisors on communication, portfolio performance, product knowledge, client trust, client knowledge and customer service. Teams were evaluated on similar criteria, in addition to their key service offerings, differentiators and value propositions. For the purpose of this report, teams were classified as those with three or more advisors. The result was truly a snapshot of the future of the industry – those advisors and teams who made the final cut as 5-Star winners are going above and beyond investment management.”
Rob McClelland, Vice-President and Senior Financial Planner of The McClelland Financial Group (TMFG) of Assante Capital Management Ltd. (Assante), has learned a lot about the business during his 30-year career. Yet the lessons that have impacted him the most have been focusing on planning, serving families and committing to a strategy. After getting his start at Brightside Financial, McClelland left to start his own practice with Equion Securities, which later became Assante.
McClelland and his team – which includes business partner and Senior Financial Planner Michael Connon - realized the opportunity to gain referrals from family members and also recognized the need to have in-depth knowledge of the families they were serving. “We created an app which has a family tree,” he says. “We build it out so before a meeting, we knew the things going on with the family – that helped us focus on families.” McClelland and the team then took the concept one step further by implementing family meetings.
A key element of serving families is the importance TMFG places on planning – something McClelland learned early on at Equion that has been strengthened at Assante. “We learned to build diversified portfolios, but lead with the financial plan as opposed to the portfolio,” he says. “From there, we go into tax, estate and insurance planning. Assante has been doing financial planning for 25-plus years, whereas it’s newer for a lot of brokerages.”
For the full report see issue 9.04 of Wealth Professional magazine out now. To view the list and to find out more about TMFG click here: http://www.wealthprofessional.ca/best-in-wealth/5-star-advisors-and-top-teams-2021/355549
Wealth Professional is Canada's leading independent publication dedicated to financial planners and advice professionals. A key business resource, Wealth Professional provides news, opinion and in-depth analysis of trends and developments affecting the industry. Wealth Professional also offers a series of industry reports that recognize the achievements of key individuals and businesses such as Top 50 Advisors and Women of Influence, as well as providing the latest in business best practice in a continually evolving industry.