Evidence excerpts are drawn from stored public Assante advisor pages and are shown with their source links.
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, taking the time to fully understand each client’s needs, goals, and challenges at McClelland Wealth Services, CI Assante Wealth Management Ltd. 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.
View published source ↗Associate Financial Advisor
Connor McClelland began working for McClelland Wealth Services 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.
View published source ↗Investment Planning Advice
When it comes to investing, it is a disciplined approach that pays the greatest dividends. We can help you prepare a prudent investment strategy tailored to your objectives and risk tolerance. Then, we’ll implement it, consistently and carefully, choosing from a broad range of best-in-class products and services, which can include Assante’s exclusive investment programs, as well as thousands of individual mutual funds and wrap programs. CI Assante - an exclusive suite of managed portfolios As a CI Assante client, you have exclusive access to the customized United Financial brand of solutions managed by CI Investments Inc. With active management from portfolio managers around the world, these leading solutions combine investment expertise with wealth planning strategies. For high net worth clients with more complex wealth planning needs, you’ll benefit from the exclusive Private Client option through the United Financial division of CI Private Counsel LP.
View published source ↗Investing Now VS Later...
The chart shows the classic "cost of waiting" curve — both investors contribute the same monthly amount, but the early investor has a massive head start thanks to compounding. Key takeaways with the defaults ($200/month, 7% return, retire at 65): -The early investor (starting at 25) has 40 years of compounding working for them. -The late investor (starting at 35) has 30 years — just 10 fewer, but the gap in final wealth is enormous. -Notice how the curves diverge exponentially in the later years — that's compounding doing its heaviest lifting. This emphasizes the importance of starting early and investing consistently.
View published source ↗Retirement Counselling
Research conducted for the Investment Funds Institute of Canada suggests that 74% of investors with an advisor felt that they would have enough money to retire, compared to just 53% who did not have expert advice. (Ipsos Reid, 2010). If you’re not working with a financial professional towards your retirement goals, how much is it really costing you? No matter what stage of life you’re in; retiring soon, already retired, or just starting your retirement planning, we can help you plan for and enjoy a financially secure retirement.
View published source ↗
