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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". 

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AT MCLEAN & PARTNERS, WE'RE INVESTED IN YOUR FUTURE.

We're here to act as a sounding board for you on whatever you may need. Whatever your question is, we will ensure we find the right answer for you. Contact us to speak to one of our advisors, sign up to receive exclusive insights, or attend a future event.