If there are only three things that you need to know about us, they are…
One: We are 100% client focused.
At McLean & Partners the clients are the core and focus of our business. As such we have close relationships with them in all the ways that matter.
They’re high-net-worth individuals who have worked hard and done well. They see the benefit of a dynamic investment strategy designed to deliver a reasonable rate of return while being sensitive to the risks associated with investing.
They chose McLean & Partners because they want investment professionals who build one-on-one relationships and understand how investment plans should be shaped by personal and family priorities. Beyond securities advice, we’re proud to provide assistance with estate planning, education funding, and all other big decisions they need to make, through our strong strategic alliances. Our clients rely on us for insight and counsel at all crossroads in their lives.
Two: We are selective.
At McLean & Partners we understand there are infinite ways to make money in the marketplace. However, we are purposely driven to focus on select strategies with the right risk/reward tradeoff.
We focus on high quality bonds and preferred shares for the conservative portion of our strategy. We also consider the world as a great opportunity for the growth portion of our strategy. Here we concentrate the majority of our investing decisions in large cap dividend paying stocks. And finally, we believe the volatility of the markets will continue, and market alternative investments will compliment the aforementioned approaches. This will help to lower clients overall risk, while aiding in the performance goals.
Three: We are 100% committed.
At McLean & Partners, we are committed to our vision, “Building Canada’s most respected wealth management company”. The teams at McLean & Partners are committed to be the very best at what they do, whether it’s from our in-house research team who covers the globe for the best opportunities, to our portfolio management team who create and manage portfolios aligned to our client’s bigger vision. Also, our operations team ensure that our client’s privacy is maintained and the client reports provided simplifies their lives. And the client service team who acts as the bridge between client personal requests to the administration necessary. We are 100% committed to our clients who have placed their trust in us.
We invite you to get to know us better.
