About McLean & Partners
PARTNERING WITH A WEALTH MANAGEMENT FIRM IS AN IMPORTANT DECISION.
McLean & Partners was founded in 1999 as a wealth management firm that was focused primarily on client success – not based on the firm’s. As we continue to grow in team members and in assets under management, our entrepreneurial mindset and small-boutique approach to servicing our clients beyond “numbers on a spreadsheet” remains unchanged.
In order to do this successfully, we built a team of professionals whose values that they personally hold are aligned with the core character of our company.
We believe in our CORES, we:
We commit to constant learning, in order to perpetually improve ourselves, our processes, and the results we deliver. Our "never-stop-learning" approach includes embracing both successes and bumps in the road as learning experiences.
Operating with unmitigated transparency and honesty, we take personal responsibility and accountability for our commitments and actions.
REFUSE TO GIVE UP
We are disciplined and resilient in our approach.
To operate as a highly effective team, we draw collaboratively on our collective strengths.
SEEK THE TRUTH
We strive to make insightful decisions, based on a thorough understanding of all the facts.
As a result, today we hold over $1.2 billion in managed assets, seven investment strategies and a team of 25 people dedicated to helping our clients preserve and build their future, and achieve their goals. Our client base has expanded from affluent individuals and families, to also serving foundations and small institutions.
WE INVITE YOU TO GET TO KNOW US BETTER.
Our Journey with CWB Financial Group
Our journey with Canadian Western Bank, now known as CWB Financial Group, began in April, 2013. CWB Financial Group felt strongly that our addition in growing their wealth management platform would enhance their client relationships. Additionally, being part of the CWB Financial Group has allowed us to broaden the financial service offerings we are able to provide our clients. Early on, we recognized the alignment in our corporate cultures and values, and our very similar approach to relationship building with clients. CWB Financial Group has an entrepreneurial approach to the services they provide for their clients – this entrepreneurial fabric is familiar to us.
With the vision of building a premier wealth management arm, CWB Financial Group launched CWB Wealth Management in February, 2016. As a proud boutique subsidiary of CWB Wealth Management, we draw on each other’s breadth of experience, knowledge and support to deliver the best solutions for our clients. Our synergy with CWB Wealth Management has also provided our team strength in operations so we can continue focusing solely on our clients and how we can continue making their lives better. In addition, we are also subadvisors of the CWB WM Onyx Mutual Funds.
We are excited to embark on this journey together with CWB Wealth Management to be your wealth management company of choice.