The McClelland Financial Group is a family-run financial advisory practice founded by Rob and Ross McClelland. Operating as a trade name of Assante Capital Management Ltd., the firm specializes in providing holistic wealth management services, focusing on high-net-worth families, business owners, and professionals. Their core philosophy is centered around a "Total Wealth Plan," which integrates investment management, retirement planning, insurance, and tax and estate planning to help clients achieve their long-term financial goals.

Founded in

Canada