Wealth Advisor

Glenn McClelland

Wealth Advisor

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, ensuring he truly understands their needs, goals, and challenges. 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.

Associate Financial Advisor

Connor McClelland

Associate Financial Advisor

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.

Lorraine Drysdale

Administrative Associate

Lorraine Drysdale has been our Administrative Associate at CI Assante Wealth Management Ltd. since 1994. Lorraine helps create a welcoming and efficient environment for both clients and the team, and her reliability, professionalism, and commitment make her an integral part of the team. Having relocated to Belleville in 2006, and through the magic of technology, Lorraine has been able to continuously provide the outstanding level of service our clients expect and deserve.

Alyssa Bombacino

Administrative Assistant

Alyssa Bombacino is an Administrative Assistant at CI Assante Wealth Management Ltd. alongside her husband Connor McClelland. With experience in the mental health industry, she brings insight into the psychology of money and investing, helping clients feel understood and confident in their financial decisions. Alyssa values building meaningful relationships with clients and the team, creating a supportive environment.

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Alfred Lam

Senior Vice-President and Chief Investment Officer, CI GAM | Multi-Asset Management

Alfred Lam joined the Investment Consulting team at CI Global Asset Management (CI GAM) in 2004 and is actively involved in manager selection and oversight, product development, asset allocation and currency management of CI GAM’s managed solutions. He leads a team of investment experts who monitor the portfolio managers and the funds’ portfolios to ensure they are adhering to their mandates and performing within expectations and oversees approximately 32 billion of assets invested in customized managed portfolio solutions* for our clients. Alfred previously held the role of Senior Manager of the Investment Management Team at CIBC Securities. He has an MBA from York University and holds the Chartered Financial Analyst designation. Alfred is a member of the CFA Institute and the Toronto CFA Society.  

* With access to a wealth of tools and resources, Assante advisors and their clients are supported by the expertise of an investment management team and wealth planning group available through our sister company, CI Global Asset Management, and CI Assante Private Client, a division of CI Private Counsel LP. 

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Shane Kirby, BA

Regional Wealth Planner CI Assante Private Client

As a Regional Wealth Planner, Shane Kirby facilitates the delivery of wealth planning reports. Using a needs-based approach, Shane works with our clients to not only gather pertinent financial information, but more importantly, to identify issues and help our clients articulate and document their goals to build a plan that meets their complex needs. Working with the support of the wealth planning team, Shane delivers a strategy that addresses retirement planning, cash flow management, risk management, business planning and estate planning.

Shane became part of CI Assante Private Client in 2001. His experience in wealth planning and financial services spans over 20 years. First, he was a member of the Sales and Service team in Central Ontario, where he formed strong relationships with advisors and their teams. This led to the role of Private Client Manager in April of 2004 as well as Regional Wealth Planner in 2009.

Shane holds a Bachelor of Law degree from Carleton University.

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