The vision for McLean & Partners was inspired from his early years in working in the large national investment firms in Canada, knowing a better way existed.
Brent McLean, founder of McLean & Partners, created a vision to build Canada's most respected wealth management company. This vision was inspired by his early years in large Canadian investment firms, knowing a better way existed. In 1999 he and his three partners - two of which remain active in the company - created McLean & Partners Wealth Management, a firm committed exclusively to affluent families, offering global portfolios rooted in independent research, outstanding client service and communication, and an ownership and compensation model aligned with the client.
Over the next 17 years the company grew both in terms of professional staff and assets under management. Our commitment to clients, and support for our community helped solidify our brand and reputation – allowing us to become a recognizable force in the affluent marketplace. In 2013 McLean & Partners formed a strategic partnership with Canadian Western Bank. Canadian Western Bank aimed to significantly enhance their offerings to their 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. This partnership will help McLean & Partners continue to grow, while maintaining the independent structure that best serves our clients.
Today McLean & Partners is an integral part of CWB Wealth Management, who collectively manages over $2.5 billion on behalf of Western Canadian clients. We invite you to explore the possibilities we offer.