Private Client Team
Our Private Client Team understands that team work is essential, and works together seamlessly to ensure our level of service and attention to detail simplifies your life and provides you with portfolio solutions that are customized to your goals and objectives. Securities industry professionals are held to a high standard of fiduciary responsibility, they have the important job of managing your money, and only a qualified advisor should be managing your assets. Our Registered Portfolio Managers, Investment Advisors and Client Services Associates are registered under the regulations of IIROC. Should you wish to further review their registration details, please click here.
Our Client Portfolio Managers develop an investment strategy that is unique to you, reflecting your return objectives and risk tolerances. They ensure the portfolio is properly positioned to achieve your long-term goals.
As the President and CEO, founding partner, and Portfolio Manager at McLean & Partners, Kevin oversees the overall firm, providing coaching, leadership, and corporate strategy for the various teams.FULL BIO
An experienced investment advisor, Russ MacKay became a founding partner in McLean & Partners in 1999 because of his belief in the client-focused business model.FULL BIO
Matt joined the Client Portfolio Management team in October 2016, bringing with him over 15 years of wide-ranging investment industry experience. He will be responsible for working with clients on a day-to-day basis, overseeing client asset allocation, and developing new business. The differentiated investment philosophy and in-depth focus on client service were key factors in his decision to join the team at McLean & Partners.FULL BIO
Tom Stachiw joined our Client Portfolio Management team in August, 2017. Tom will be working directly with our clients, providing them expertise in managing and monitoring their investment portfolios to help them reach their financial goals.FULL BIO
In order to provide a holistic approach to the exceptional client service we offer, our dedicated Client Service Associate team works hand-in-hand with our Portfolio Managers to ensure that all client requests are responded to in a timely manner, operate on a 'no voicemail' policy during business hours, and take care of account administration, tax reporting, and portfolio reporting.
As an Investment Associate at McLean & Partners with over 20 years of experience, Erica Gordon excels at anticipating and addressing our private client's needs and objectives.FULL BIO
Jeanette Brown started her Investment Associate tenure with McLean & Partners in June 2014 and has over 18 years of experience in the wealth management industry specializing in Private Client Services.FULL BIO
Jodie is well-seasoned in providing exceptional client service, and has been with McLean & Partners for over eight years.FULL BIO
Lawrence is the newest member to our CSA team, and has a passion for working closely with clients and building enduring relationships.FULL BIO
MARKETING & COMMUNICATIONS
Managing the company's marketing and communication strategies, Karen Nguyen first joined McLean & Partners as a Marketing Administrator in January 2014 and, as of November 2015, became the firm's Marketing Manager.FULL BIO