About McLean & Partners
WHAT'S IMPORTANT TO YOU IS IMPORTANT TO US
With 17 years under our belt, McLean & Partners continues to be client-centric and operates with a holistic wealth management approach. Clients are the core and focus of our business, and we have built a ‘team of teams’ whose dedication to exceptional client services is indisputable. Through all of life’s crossroads, we are fully committed to ensuring our clients have the resources they require to be successful. We go beyond managing your assets, we’re standing right beside you to make sure you are provided the utmost attention and care. Our clients don’t rely on luck - they’ve built personal wealth by earning it, one day at a time, and by focusing on long-term goals. Not surprisingly, they’ve chosen a wealth management company that has the same approach. We look forward to earning your trust and confidence.
PARTNERING WITH A WEALTH MANAGEMENT FIRM IS AN IMPORTANT DECISION.
The true test of a firm's abilities will come from the core character of the company, and the people involved. To ensure we are successful stewards of our clients’ financial futures, we have core values that govern how we live and operate:
WE WORK AS A TEAM
We pride ourselves in being a team of teams. Teamwork is the core value at McLean & Partners, and is our company's foundation. Our teamwork shines in each department, and as an organization.
WE DO WHAT WE SAY
We are committed to staying true to our word and are transparent in our communications.
WE ARE PASSIONATE ABOUT THE SUCCESS OF OUR CLIENTS
We are committed in the roles we play to serve you, our client. Your success is our success.
By operating under these three core values, we provide performance based on objective research and a disciplined investment approach, coupled with unparalleled client service. Our vision is to be your wealth management company of choice.
WE INVITE YOU TO GET TO KNOW US BETTER.
Our Journey with Canadian Western Bank
In April 2013, McLean & Partners formed a strategic partnership with Canadian Western Bank. Canadian Western Bank aimed to significantly enhance their offerings to their most valued clients, and McLean & Partners' services were aligned to their vision. McLean & Partners was excited about the opportunity to align themselves with such a reputable brand and relationship-minded bank.
Today McLean & Partners is an integral part of CWB Wealth Management, a division of CWB Group. CWB Group is a diversified financial services organization, including Canadian Western Bank (TSX: CWB), the largest Schedule I bank headquartered in Western Canada, and its operating companies and divisions. This partnership will help McLean & Partners continue to grow, while maintaining the independent structure that best serves our clients.