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Areas of Business
Established in 1982, McClelland Financial is an independent, financial planning firm offering mutual funds through Assante Wealth Management, as well as insurance products and services.
Mutual Funds
We are proud of our association with Canadian and International leaders in the financial services industry and our relationships with their top ranked fund managers.
Our reputation is founded on our service to clients and our unique approach to clients' needs. Our commitment to extraordinary client service distinguishes ourselves within the industry.
Investment Planning
With a goal to achieve long term, consistent growth on behalf of our valued clients, our philosophy is symbolized by understanding our theme:
"Generating Wealth For Generations".
Through direct dealing with the principals of our firm you are assured that you are not just another customer. We apply a creative and respectful approach to financial planning, never compromising our common trust.
PRODUCTS & SERVICES offered through McClelland Financial
PRODUCTS
Life Insurance
Critical Illness & Disability Insurance
Group Insurance
Group & Individual RRSP
TFSA - Tax Free Savings Account
RESP - Registered Education Savings Plan
SERVICES
Investment Portfolio Solutions
Retirement Planning
Account Reconciliation & Administration
Tax & Estate Planning
Business Succession
PRODUCTS offered through Assante Wealth Management
Mutual Funds
GIC's
Investment Products |
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