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.

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.