The McClelland Financial Group
78GoodEast Tower, 675 Cochrane Dr Suite 701, Markham, ON L3R 0B8, Canada
About
The McClelland Financial Group is a Toronto-area wealth management firm offering retirement planning, estate planning, insurance planning, and tax strategies. Part of CI Assante Wealth Management Ltd., they have over 30 years of experience serving Canadian families.
Senior Care Path Summary
The McClelland Financial Group helps retirees and families plan for retirement with confidence, using evidence-based investing and personalized strategies. They offer retirement planning, estate planning, insurance planning, tax strategies, and wealth transfer guidance. All advisors are Certified Financial Planners (CFP), and the firm manages over $1 billion in assets.
They work with clients through an initial discovery process, create custom financial plans, and meet regularly to monitor progress. Meetings can be held in-person in Toronto or online via Zoom for clients outside the area. The firm offers a fee-based model where clients pay directly, not commission-based.
Editorial summary by Senior Care Path based on verified listing data, last reviewed 2026-07-07.
Who This Provider Is Best For
- Retirees mapping retirement income and lifestyle
- Families planning estates and wealth transfer
- Canadians managing investment portfolios with tax efficiency
- Business owners preparing for retirement
- Seniors seeking long-term financial planning
Conditions & Needs Supported
Fees & Payment
Photo Gallery
Photos via Google Maps
Google Reviews
View all on Google5.0
140 Google reviews
Most recent reviews
이승화
a month ago · via Google
Absolutely fantastic service! They made the complex mortgage process so easy to understand and helped me every step of the way. I couldn’t have done this without their help. Thank you so much for your dedication! Thank you Mike!!
Sandra Bellio
4 months ago · via Google
It has been over 25 years I have been with the McClelland Financial Group . They have been great! The support provided by the team is exceptional. Michael Connon has been my advisor and has provided great advice and support. I can always get a hold of him when I have a question or concern. I highly recommend them!
Ninetta Massarelli-Cucci
6 months ago · via Google
Michael and Ingrid at McClelland Group have been managing our financial investments for years and we are very satisfied with the results as well as their professionalism. They are extremely knowledgeable and always available to answer any questions we may have. Thank you for taking such good care of our hard earned finances.
Summary of Google Reviews
Summarized by Senior Care Path from The McClelland Financial Group's Google rating and recent reviews. Confirm specifics with the provider.
The McClelland Financial Group holds an excellent 5.0-star rating across 140 Google reviews. Recent reviewers most often highlight caring, attentive staff.
Most common praise
- Caring, attentive staff
Services
Licenses & Registrations
- Certified Financial Planner (CFP)
Listed from the provider's website, confirm current registration with the relevant regulatory college before booking.
Verifying professional registration
There is no single national licence for financial advice in Canada, but the Certified Financial Planner (CFP) designation signals recognized training and standards. You can verify a CFP professional's certification through the national body.
Associations & Accreditations
Languages Supported
- English
Frequently Asked Questions
What services does The McClelland Financial Group offer?
The McClelland Financial Group is a financial planning provider in Markham, Ontario. Listed services include Financial Planning. Confirm the specific treatment or support you need directly with the clinic before booking.
What languages does The McClelland Financial Group speak?
Staff at The McClelland Financial Group are noted as speaking English. If a specific language matters for you or your parent, confirm availability for the appointment time you need.
How do I book an appointment with The McClelland Financial Group?
You can call The McClelland Financial Group directly at (905) 771-5200, or send a request through this page and a Senior Care Path advisor can help you connect and compare financial planners in Markham. It is free, with no pressure.
Is The McClelland Financial Group verified by Senior Care Path?
This listing shows a Senior Care Path Confidence Score based on public trust signals like the Google rating, review volume, website, and phone. Clinics can claim their listing to verify credentials and add details. Always confirm current registration with the relevant regulatory college before booking.
Location
East Tower, 675 Cochrane Dr Suite 701, Markham, ON L3R 0B8, Canada
Also serves
- Toronto
- Greater Toronto Area
- across Canada (online meetings available)