Corporate and Institutional Service
The MacLean Group -- Corporate and Institutional Services
MacLean Group provides investment management services for corporate,
institutional, pension plan and trust fund clients in Atlantic Canada.
We help our customers manage their financial affairs by delivering the
broadest range of financial services through a single point of contact.
Our banking and investment professionals provide access to any services
our customers require across the entire Bank of Montreal Financial Group
Our clients have access to the most comprehensive
selection of investment solutions in Canada, backed by the country’s top
investment research (ranked first every year since 1981).* We use our
research as a guide to build your investment portfolio.
portfolios may contain bonds, convertible debentures, preferred shares,
income trusts, Canadian and international stocks. We appreciate the
value and flexibility exchange traded funds (ETF’s) bring to our clients
and recommend these passive investment options where appropriate.
Alternative investments, which do not correlate with the direction of
stocks, provide a means of further diversifying portfolios to enhance
returns and reduce volatility.
We believe in using world-class
professional money managers when they have proven an ability to
outperform the average return each year. These managers can be found in
our Blueprint and Architect programs. We believe these managed money solutions provide you with the
best value available: lower institutional trading rates, proper
diversification and portfolio construction, and automatic portfolio
About Bank of Montreal Financial Group
in 1817 as Bank of Montreal, BMO Financial Group (TSX, NYSE: BMO) is a
highly diversified financial services organization. With total assets of
CAN$432 billion / US$362 billion as of April 30, 2009, and 37,000
employees, BMO provides a broad range of retail banking, wealth
management and investment banking products and solutions.
Montreal, Canada's first chartered bank, opened for business on
November 3, 1817. It provided Canada's first sound and plentiful
currency and has played a major and continuing role in the development
of the country, taking part in the financing of the first
transcontinental railway in the 1880s. The Bank took part in the
creation of Canadian Confederation in 1867, and served as Canada's
central bank until 1935. The first Canadian bank to open branches
abroad, it has long been active in markets in Europe, Latin America, and
East Asia as well as in the United States. Today it continues as one of
Canada's pre-eminent financial institutions and a significant presence
in United States and world markets.