Wealth & Money Management Awards 2015

The McClelland Financial Group

The McClelland Financial Group is one of the 2015 winners of Wealth & Money Management Awards at Wealth & Finance.

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About The McClelland Financial Group

Best Wealth Planner for Self-Employed Professionals – Ontario

We will simplify your life by helping you through complex decisions, as well as taking the lead in managing your evolving financial needs.

Financial planning is all about taking control of tomorrow today. With a little foresight and planning, you can be well on your way to paving a safe and secure financial future for yourself, and for your loved ones. All too often, people feel overwhelmed by their finances—where to start, how to plan, where to invest their money and how to protect it so that it can be passed down to future generations.

That’s where we come in—at The McClelland Financial Group, we think of ourselves not just as your Financial Advisor, but as your partner in smart wealth management. As with all good partnerships, when our clients do well, we do well. We focus on giving our clients the financial planning and investment advice they need, with the personal touch of our highly-trained and very approachable advisors. We blend the strength of Assante Wealth Management’s resources, with the expertise and personal touch of our trusted Financial Advisors.

Our personal and business client services include:

· Investment Planning (investment policy statement, risk assessment, portfolio construction)

· Insurance Planning (life, disability, critical illness, long-term care)

· Tax Planning (tax reduction strategies, charitable giving, income tax minimizer™)

· Estate Planning (will & powers of attorney review, trusts, final wishes)  

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