We believe you are best served when we focus on what is important to you. Our approach is clear and simple. As your life changes, so should your wealth plan. We ask that you keep us in mind when things change so that we can use our professional knowledge to identify the strategies which will work best for you.
The MacLean Group was formed as a team of investment professionals within BMO Nesbitt Burns Inc. to offer a superior client experience. We provide investment management services for institutions, corporations, pension plans, group retirement plans, trusts, and individuals.
In addition to investment management, you will find our complimentary advice helpful. We find ways beyond your investments to build your wealth. We provide financial planning advice for retirement, business succession (selling your business), life transition, and for your estate.
Our clients receive proactive service and frequent communication. We believe in using a transparent and predictable, fee-based service.
Use the chart below to help you understand how we can help you and those close to you
You're looking to:
- Access to more investment choices to grow your savings
- Strategies to minimize your income tax bill
- A savings plan because you do not have a pension plan
- Succession Planning to help you plan for the sale of your business
- A retirement plan so you will have the income you want
- Safe retirement income generation
- Ideas to protect your wealth for your heirs
- Income protection in the event of accident / illness