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Custom Segregated Holdings CONTACT US

  • Direct ownership of stocks, bonds, and preferred shares
  • Provides enhanced customization
  • Enables transfers “in-kind”

Customized Portfolio Solutions

This strategy provides a holistic approach to customizing an investment portfolio based on each client's unique long term objectives. This solution looks at a client's overall financial picture in terms of; investment time horizon, total return objectives, risk tolerance, income needs, taxation, estate planning, and family considerations. It incorporates a thorough review of asset allocation based on their investable assets. This customized solution offers direct ownership of stocks, bonds, preferred shares, and other McLean & Partners' investment pools. It also allows clients to transfer in existing investments "in-kind". 

If you are interested in learning more about this strategy, please contact Scott Coleman at (403) 234-6112 or scoleman@mcleanpartners.com.

Disclaimer: McLean & Partners provides independent research and advice to its clients on a fee for service basis. The company is not engaged in any investment banking, underwriting, consulting or financial services activities on behalf of any companies. McLean & Partners’ research reports are for the sole purpose of managing client portfolios on a managed and non-managed basis.  The opinions expressed herein are those of the author and do not necessarily represent those of McLean & Partners Wealth Management Ltd. The information contained in this report has been obtained from sources believed to be reliable, however, we cannot represent that it is accurate or complete. McLean & Partners Wealth Management Ltd. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.


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