wpawards winners 1

The AGF Award for Engagement, Loyalty & Client Care

“We have a lot of fun delivering what we do to our clients. This is recognition that what we are doing makes sense” – Rob Mcclelland, McClelland Financial Group


The night kicked off with the McClelland Financial Group taking home the trophy for Engagement, Loyalty and Client Care. The practice’s leader, Rob McClelland, credited efforts in promoting financial literacy and creating a community – including a monthly lunch-and-learn event that has been a hit with clients – as key factors that led to his team’s win.


“They become a community, get to know each other and socialize independently,” McClelland says. “We didn’t expect that, but it makes me feel great about what we have accomplished.”


“When you look at the engagement, loyalty and client care in our business, you are taking care of Canadians’ everyday financial assets,” said Graham Smith, district vice-president of retail and strategic accounts for Ontario at award sponsor AGF. “That’s their life savings, so for a team to be the epitome of this and the top of the industry, that’s important to us.”


Special thanks to our sponsors

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