Wealth Advisor

Glenn McClelland

Wealth Advisor

R. Glenn McClelland, a Wealth Advisor operating through CI Assante Wealth Management Ltd., crafts sophisticated wealth plans for families, executives, and business owners. With over four decades of experience since 1982, he is dedicated to generating wealth for generations by turning complex financial issues into clear, actionable strategies.

Professional Passions and Knowledge

Glenn designs comprehensive wealth plans that integrate tax, retirement, estate, and succession strategies, helping clients build, protect, and efficiently transfer their assets. He simplifies complex financial details so clients can confidently navigate wealth accumulation, preservation, and intergenerational planning. Clear communication and detailed services are key to the longevity and successes of his client relationships.

Community Leadership

A committed community partner, Glenn has served by chairing boards and contributing his knowledge to local organizations and initiatives. He brings the same sense of stewardship to his community work as he does to guiding clients’ long-term financial well-being.

Personal Interests and Mentorship

An avid sports enthusiast, Glenn channels his passion for teamwork and discipline into his role as a coach and mentor. Whether working with up-and-coming professionals or supporting younger generations, he focuses on helping others develop the mindset and habits needed for lasting success.

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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