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The McClelland Financial Group
Trusted financial guidance for over 25 years, helping clients secure their future with personalized investment strategies.
5
Business
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Trusted financial guidance for over 25 years, helping clients secure their future with personalized investment strategies.
The McClelland Financial Group is a premier financial consulting firm based in Markham, Ontario, offering expert investment management and portfolio advice. With a legacy of over 25 years, the team provides trustworthy, insightful guidance to individuals and families, ensuring prudent financial planning and long-term growth. Known for their professionalism and availability, they build lasting relationships through personalized strategies and dedicated client support.
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Personalized management of financial portfolios with a focus on long-term growth and risk-adjusted returns.
Comprehensive strategies to secure your financial future, including savings plans and income management for retirement.
Holistic financial guidance covering asset allocation, estate planning, and wealth preservation for individuals and families.
Expert advice on investments, taxes, and financial goals, tailored to your unique needs and life stages.
Ongoing consultations, updates, and responsive support to answer questions and keep you informed about your finances.
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Overall rating
Ninetta Massarelli-Cucci
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.
J. Turner
I think it has been 25 or more years. Great people, great advice trustworthy. Meetings are great and helpful and insightful. Michael Connon was our advisor for years, great advisor, and as the business grew and Michael took on more leadership roles we were so pleased with Carlos Casino. Tyler Robertson is a now a new hire who is being trained with Carlos and as a teacher I love seeing the confidence Tyler shows in answering any questions both my husband may ask of him.
Robert Scott
My wife and I have been working with Michael Connon for almost 25 years and have nothing but good things to say about our experience! Although our ROI from inception is a whisker below what we had originally planned for, my expectation is that it will achieve the planned target by the end of next year. It is with absolutely no hesitation that I recommend the McClellan Financial group to any individual who is looking for prudent advice, guidance & management regarding their financial portfolios!
Makram El Khoury
Great experience. Ayden W. was extremely helpful and patient and answered all of our questions. He was continuously keeping us updated with all the steps and details along the way.
Maiki Lupp
We have been with Carlo and Tyler for a few years. Just recently they helped us buy the family cottage. They are always encouraging, helpful and knowledgeable. We’re very appreciative.
