The advice you need when you need it

We appreciate that you have worked hard to attain your wealth — and we know that you desire to do good, invest well, and pass on not only your wealth, but also your values to the generations to follow. We also know that managing your wealth can be complex and time-consuming. As your Assante advisor, together we will help you define and prioritize each of your goals and we build a comprehensive wealth plan that will help you achieve them. We will walk beside you throughout your life to help you navigate all of the challenges and complexities you may face along the way. 

Glenn McClelland

Investment Advisor

For more than 30 years, Glenn has been helping individuals and families achieve their financial and lifestyle goals.                      

Glenn became a representative for Assante Financial Management Ltd. in 2003. 

Working with a network of highly skilled professionals, he is dedicated to providing high-quality advice and integrated wealth management solutions that simplify and enhance the quality of his clients' lives. Since becoming an advisor in 1987 and as president of McClelland Financial Services, Glenn has gone on to build a solid practice based on consistent effort and a reputation for outstanding service. 

A strong contributor to the community, Glenn is a past board member for Crime Stoppers, and a sponsor of minor hockey and lacrosse.                                                     

Glenn is an avid runner and golfer.  He has successfully completed several marathons in cities across North America.  Glenn, and his beautiful wife Caryl, live in Brampton.  They are very proud of their three successful children and enjoy spending time with their two grandchildren.

If you would like to learn more about Glenn's credentials and what he can do to help you achieve your goals, or if you have any questions about financial and life management, please call 905-595-3863 or email: gmcclelland@assante.com

Recent Posts

How to pay little or no tax on RESP withdrawals

Sep 26, 2023

Did you know that some Registered Education Savings Plan (RESP) withdrawals are taxable, while others are not? We’ve got tax-saving tips for you and your child....

Read more

Why you should watch out for phishing, smishing and vishing

Sep 19, 2023

In the first six months of 2023, 21,299 Canadians lost more than $283 million to reported fraud. Make sure you and your family stay alert when using your computer, phone or another device....

Read more

A New Era of Disruptive Tech

Aug 25, 2023

Tech is gaining speed, literally and figuratively. We are on the verge of a major shift in how we live our daily lives. Find out how new innovations will shape our future....

Read more

Investment services and strategies


At CI Assante Wealth Management, we will work with you to develop a personalized wealth management strategy to meet all your financial milestones. Your plan will be designed based on your goals and needs, built with best-in-class investments, and continually monitored to ensure it keeps you on track toward the future you desire. If you are looking for a financial solution that will simplify and enhance your life, please contact me for a confidential consultation.

 

CONTACT US →

Leave a Note

Please fill out the form below

Office Address

350 Rutherford Rd. S Plaza II, Suite 103
Brampton, Ontario
L6W 4N6 Canada