The MacLean Group offers a comprehensive selection of investment solutions, 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.
Our client portfolios may contain bonds, convertible debentures, preferred shares, income trusts, Canadian and international stocks. We appreciate the value and flexibility exchange traded funds (ETFs) bring to our clients and recommend them where appropriate. We watch for investments like flow through limited partnership shares for clients who wish to minimize income tax.
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 rebalancing.
*Brendan Wood International Survey. Institutional Equity Research, Sales and Trading Performance in Canada, 2008 Report.