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The McClelland Financial Group
Asesoría financiera confiable desde hace más de 25 años, ayudando a los clientes a asegurar su futuro con estrategias de inversión personalizadas.
5(5 reseñas)
Business
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Asesoría financiera confiable desde hace más de 25 años, ayudando a los clientes a asegurar su futuro con estrategias de inversión personalizadas.
The McClelland Financial Group es una firma líder de consultoría financiera con sede en Markham, Ontario, que ofrece gestión experta de inversiones y asesoramiento de carteras. Con un legado de más de 25 años, el equipo proporciona orientación confiable y perspicaz a individuos y familias, asegurando una planificación financiera prudente y un crecimiento a largo plazo. Conocidos por su profesionalismo y disponibilidad, construyen relaciones duraderas a través de estrategias personalizadas y un apoyo al cliente dedicado.
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Gestión personalizada de carteras financieras centrada en el crecimiento a largo plazo y rendimientos ajustados al riesgo.
Estrategias integrales para asegurar su futuro financiero, que incluyen planes de ahorro y gestión de ingresos para la jubilación.
Asesoramiento financiero integral que abarca la asignación de activos, la planificación patrimonial y la preservación de la riqueza para individuos y familias.
Consejos expertos sobre inversiones, impuestos y metas financieras, adaptados a sus necesidades únicas y etapas de la vida.
Consultas continuas, actualizaciones y soporte ágil para responder preguntas y mantenerlo informado sobre sus finanzas.
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.
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.
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!
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.
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.
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