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

Wealth Advisor

          

Glenn became a Wealth Advisor at Assante Financial Management Ltd. in 2003. 

A seasoned figure in the financial sector, Glenn has admirably steered his financial services business for over four decades. His enduring legacy is characterized by a blend of astute financial acumen and a visionary leadership style, which has solidified the firm's reputation as a paragon of stability and innovation.

 

In addition to his role as Wealth Advisor, Glenn wears many hats in the community, where his passion for sports shines through. Glenn's commitment extends to the realm of leisure and recreation as a past golf club president, demonstrating his multifaceted engagement in both financial and community spheres.

 

Throughout his extensive career, Glenn's dedication to client success remains unwavering. His leadership transcends traditional financial advisory roles, embodying a commitment to community development and financial education. Glenn stands as a respected figure, leaving an indelible mark on both the financial landscape and the communities he serves.

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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.

 

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Office Address

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