The quality of a wealth advisor can often be measured by the quality of the questions they ask.
R. Glenn McClelland brings empathy and attentive listening to every client relationship, taking the time to fully understand each client’s needs, goals, and challenges at McClelland Wealth Services, CI Assante Wealth Management Ltd. As a fiduciary, he always acts in the best interests of his clients—individuals, families, and business owners alike.
His approach is outcome- and solution-based rather than transactional, focusing on achieving long-term clarity, confidence, and financial well-being. Glenn designs personalized wealth plans that help families navigate life’s most significant events—whether related to death, taxes, retirement, education, pensions, or other pivotal transitions.
By helping families simplify decisions and balance their financial lives, Glenn enables them to focus on what matters most. He defines two simple but essential client concerns: How much do I have? and How much do I need? His advice helps families answer these questions with confidence, determine their own good fortune, and build wealth that endures for generations.