In this special episode of Think Smart with TMFG, we’re launching a new series, Client Stories, conversations with clients about the experiences, decisions, and challenges that have shaped their lives and financial journeys.

To begin the series, we sit down with Rob McClelland, founder of The McClelland Financial Group of CI Assante Wealth Management Ltd, to reflect on what it really took to build a business from the ground up, and the lessons that only become clear in hindsight. Rob shares the uncertainty, financial pressure, and personal sacrifices that came with starting out, along with the mindset, discipline, and calculated risk-taking that helped him keep moving forward.

We also explore what it means to grow something sustainable over time, from leadership and hiring to systems, recurring income, and balancing business growth with family life. More than a business story, this conversation is about long-term thinking, resilience, and what it takes to build something that can last beyond you.

📌 If you’d like to learn more about who we are and how we help individuals, families, and business owners navigate long-term financial decisions, you can connect with our team here: Schedule a meeting.

Question for our listeners: If you were building something from the ground up, what would you want to get right from the beginning?

🎧 Listen to the full episode on YouTube.

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