R. Glenn McClelland, a Wealth Advisor operating through CI Assante Wealth Management Ltd., crafts sophisticated wealth plans for families, executives, and business owners. With over four decades of experience since 1982, he is dedicated to generating wealth for generations by turning complex financial issues into clear, actionable strategies.

Professional Passions and Knowledge

Glenn designs comprehensive wealth plans that integrate tax, retirement, estate, and succession strategies, helping clients build, protect, and efficiently transfer their assets. He simplifies complex financial details so clients can confidently navigate wealth accumulation, preservation, and intergenerational planning. Clear communication and detailed services are key to the longevity and successes of his client relationships.

Community Leadership

A committed community partner, Glenn has served by chairing boards and contributing his knowledge to local organizations and initiatives. He brings the same sense of stewardship to his community work as he does to guiding clients’ long-term financial well-being.

Personal Interests and Mentorship

An avid sports enthusiast, Glenn channels his passion for teamwork and discipline into his role as a coach and mentor. Whether working with up-and-coming professionals or supporting younger generations, he focuses on helping others develop the mindset and habits needed for lasting success.

Connor McClelland began working at CI Assante Wealth Management Ltd. in 2021 as an Associate Financial Advisor. Connor works alongside his father, Glenn, and specializes in working with families, executives, and business owners, helping clients retain and grow their hard-earned money while guiding them to make informed financial decisions. Connor takes pride in educating clients about investing and wealth planning, empowering them to understand their options and confidently shape their financial futures. He also mentors and supports his team to ensure clients receive proactive, thoughtful guidance.

Off the field, Connor is a professional lacrosse player, bringing the same dedication, focus, and strategic thinking to athletics as he does to finance. His commitment to client education, strategic planning, and excellence makes him a standout figure in both the financial and sports communities.