The McClelland Financial Group of Assante Capital Management Ltd.

Name: The McClelland Financial Group of Assante Capital Management Ltd.
Address: 7787 Yonge St, Thornhill, ON L3T 7L2, Canada, T, Canada

4.9/5 ★ based on 8 reviews

Contact The McClelland Financial Group of Assante Capital Management Ltd.

Address :	7787 Yonge St, Thornhill, ON L3T 7L2, Canada
Phone :	📞 +977
Website :	https://tmfg.ca/
Categories :	Financial consultant , Financial planner ,
City :	T

7787 Yonge St, Thornhill, ON L3T 7L2, Canada

Best Financial consultant in Canada

h	helen voden on Google ★ ★ ★ ★ ★ Three generations of our family are The McClelland Financial Group (TMFG) clients. Rob and his team provided an excellent service to us over the past 23 years not only during regular scheduled investment review meetings, but also by responding quickly to any email inquiries. The lunch time info sessions, you tube videos and podcasts are a nice source of information on various financial and non-financial topics. We highly recommend TMFG to anyone looking for a new financial advisor.
S	Sara Cali on Google ★ ★ ★ ★ ★ Working with the advisors here has always been a positive experience. The group makes their clients feel valued and cared for. Would highly recommend for your investment and life insurance needs!
D	David Thomson on Google ★ ★ ★ ★ ★ My wife and I have worked with McClelland Financial Group for more then 20 years. The performance of our portfolio, during that time, has exceeded our expectations. Also, Rob and his team, have provided excellent service and advise that goes beyond just managing our assets. Thru out regular meetings, I've learned a great deal from his council that has helped immeasurably. He is top in his field and I fully endorse him if you are looking for a new financial advisor.
T	Trish Lyle on Google ★ ★ ★ ★ ★ My parents were clients of Mike Connon for over 25 years. They were very pleased with the financial advice they received. My parents advised us to bring our financial goals and plans to Mike. We have been clients for the past few years. We are very pleased with how Mike works with us to reach our goals. We have received professional comprehensive financial advice. We are very pleased with the financial path we are on.
M	Michele Boyer on Google ★ ★ ★ ★ ★ I have been a client of TMFG for 25+ years and i must say that the level of support and service I have received has been second to none! I am not yet retired but I have already met my financial goals and feel confident going into retirement in next few years. My children now also work with the team as they launch their life after university. Mike and Rob and the team are always there when you need them and advice I have received over the many years has helped me get thru some challenging times! Just like your doctor and your dentist, having a trusted partner for your finances like the team at TMFG is essential! Highly recommend anyone take a meeting to see how the team can help you also!!
k	kevin lyle on Google ★ ★ ★ ★ ★ I have always felt welcomed and heard when dealing with this organization. My wife and I feel that we are truly wanted as a client and are treated as a valued client and most importantly as individuals. Our goals ,wants and needs are always a focus of the financial advice and direction our advisors put us on. We are very pleased with our financial picture and the long term portfolio growth we have seen over the years. We would recommend this company to anyone and everyone.
N	Nichola Thorne on Google ★ ★ ★ ★ ★ They provide great support around financial portfolio but their care and commitment to their clients is why I stay. I signed up for their March lunch and learn which was a virtual art craft. I was super excited to participate but could not pick up the packages from the office since I was self isolating. I emailed to say that I couldn't join and receive a quick reply that they would courier it around to my house so I wouldn't miss out. This might seem like a small action but it made me feel valued! Thank you for "filling my bucket" that day! :)
M	Mike Steele on Google ★ ★ ★ ★ ★ The McClelland Financial group, should be called a Team, as they function in a way that every person that works there is connected to next. I have been with Assante for Decades and am 100% pleased with quality and personality of each and every one that I have come in contact with They are interested in your long term financial future and will guide you through the tough times while modifying your portfolio during the good times all while preparing for possible cyclical downward and upward trends. In person contact is personnel and when you sit down with them, you know they know your family and your goals to financial stability. An honest work ethic with vast communication methods makes you and your family know you are being taken care of. My family gives them our highest recommendation towards securing your financial future.