I have been a client of McClelland Financial Services since 2001. Prior to becoming their client, my investments were scattered through various institutions, making it very difficult to know exactly how I was doing or to be able to manage it effectively. Today, with their assistance, I have one consolidated estate and wealth management plan that tells me a) What do I have? b) How much is enough? A benefit of working with McClelland Financial Services is that they have unlimited access, through Assante Financial Management Ltd., to a variety of investment products. It is comforting to know that the solutions are tailored to meet my individual needs versus the solutions available through one particular financial institution. Over the years, their client service has been constant, professional and seamless, in spite of the changes made to my portfolio. I have great confidence today that my customized estate and wealth management plan is working to meet my current and future wishes and goals. I have peace of mind in knowing that my estate and financial affairs are well looked after.
— Valued Assante client.