Jason McLean

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Jason McLean

Senior Investment Advisor

B.Comm.

CIWM

Tailored solutions in tune with your needs and the needs of those you care about

Contact me

Phone

Office

(780) 448-8577

Office Location

10088 - 102nd Ave., Suite 2400 Edmonton, AB T5J 2Z1. map

Jason McLean, B.Comm., CIWM

Drawn from his experience as a coach, Jason has a commitment to excellence, persistence, and success.

  • excellence in every interaction - he strives to make things simple and convenient for you
  • persistence in helping you weather life and market volatility
  • success is measured in part by your financial confidence
Wealth management is a comprehensive approach to helping you achieve your goals. Providing a personalized investment plan using the vast resources of TD Wealth allows you to focus on your family, business, or whatever is most important to you.

Jason's main objective is to listen to your fundamental goals and add value to a long-term investing approach. The approach centers on providing objective advice, estate and tax planning strategy, risk assessment, and anything important to your current situation. Providing consistent reviews to track your progress is vital as your situation inevitably changes. We rely on simplicity and convenience to bring accountability and trust to meet your goals.

Helping families with their financial goals is something Jason has wanted to do since he was a teenager and this led him to pursue a business degree at the University of Alberta. He also holds the Certified International Wealth Manager (CIWM) designation which is recognized worldwide as one of the top credentials for wealth management that focuses on the planning side of finance.

Jason grew up on a farm outside Sherwood Park, played sports growing up, and eventually turned to coaching. He resides in Edmonton with his wife Nicole and their three young kids: Elizabeth, William, and Norah (aged 10,8, and 6). When he's not at their games and activities, he's at the golf course.

Phone

Fax

(780) 448-8962

Branch Phone

(780) 448-8280

Branch Fax

(780) 448-8962

Certificates

B.Comm.

CIWM

Languages

English

Education

University of Alberta B.Comm

Your Goals, Our Priorities

We will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.

We'll help you identify your priorities and create a plan to address your specific needs. We can help with:

  • Protecting your assets
  • Maximizing your charitable giving
  • Finding tax strategies and solutions
  • Arranging your estate and trust planning

Our Services

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.
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