Wealth Management

At McLean & Partners, we focus on actively managing your wealth, so you can focus on living your life. We’ll work with you to build a portfolio that suits your needs and goals, taking into consideration factors such as your risk tolerance, return objectives, required time horizon, liquidity needs, income requirements and tax implications. Based on your situation, we’ll build your portfolio using the appropriate mix of cash, bonds, preferred shares, globally-selected dividends, non-dividend equities and global equities.

Thanks to our partnership with Canadian Western Bank and our relationships with top-tier lawyers, accountants and financial services professionals, we can offer a truly full-service approach to wealth management. In addition to investment services, we can advise and coordinate services in areas such as insurance, taxation, estate and retirement planning, planned giving and more.