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Strategies

McLean & Partners offers a broad spectrum of global solutions to provide clients with customized portfolio solutions and asset allocations best suited to their unique goals and objectives.

Generate regular income and maximize total returns by investing in debt-like securities.

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Diversified Fixed Income Strategy
  • Broad fixed income mandate
  • Domestic bonds, foreign bonds, and preferred shares
  • Quarterly income

A diversified portfolio of Global Equity and Fixed Income securities that delivers long-term capital growth, with moderate volatility, and a regular monthly distribution.

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Tactical Monthly Income Strategy
  • Multiple asset classes
  • Tactically managed
  • High monthly income

Global balanced mandate that provides exposure to Canadian, U.S., and International equities and fixed income.

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Global Balanced Strategy
  • Global equity exposure
  • Bonds and preferred shares
  • Quarterly income

The core strategy is to deliver long-term capital appreciation by investing in the best opportunities globally.

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Global Dividend Growth Strategy
  • Invests in the best opportunities globally
  • Focused in a maximum of 65 companies
  • Quarterly income

Invest in a focused portfolio of Canadian companies in order to deliver long-term capital appreciation for investors.

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Canadian Dividend Growth Strategy
  • Concentrated portfolio of up to 35 companies
  • Only own dividend paying businesses
  • Quarterly tax-efficient income

Invest in a focused portfolio of U.S. companies in order to deliver long-term capital appreciation.

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U.S. Dividend Growth Strategy
  • Concentrated portfolio of up to 40 companies
  • Helps with estate planning purposes 
  • Quarterly income

Invest in a diversified portfolio of equities domiciled outside of North America in order to deliver long-term capital appreciation.

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International Equity Strategy
  • Investments outside of North America
  • Focused in a maximum of 55 companies
  • Dividend growth & equity growth companies

Customized portfolio solution that is tailored to each client's unique needs and objectives. 

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Custom Segregated Holdings
  • Direct ownership of stocks, bonds, and preferred shares
  • Provides enhanced customization
  • Enables transfers “in-kind”

Performance summary of all McLean and Partners' investment strategies.

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Performance Summary
  • Annualized performance

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