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Glenn D. MacLean

Investment Advisor

  • CIM®

"Sound investment advice built to help weather all market conditions"

Glenn MacLean got his first real taste for the stock market during High School at the age of 15 when he entered the Sir Wilfred Laurier Stock Market Challenge. Although he didn't win the contest, it began a long journey and passion to learn as much as he possibly could about business, markets and risk management.
 
Today, Glenn runs a concierge advisory practice specializing in family business succession, inter-generational wealth transfer and philanthropic planning. With more than 12 years' experience working with families in the management of their personal, corporate and trusts accounts, he has successfully navigated clients through the entire market cycle due to his strict process and investment discipline.
 
They say behind every great man is a great woman and Glenn is lucky enough to have two women in his life - his daughter Brooklyn and his wife of 14 years, Erika. When they aren't too busy watching Brooklyn play volleyball, ringette, basketball or flag football, they enjoy just hanging out together watching a movie or one of their three favorite sports teams (Habs, Bears & Cubs).

One more thing, Glenn has decided to risk embarrassment and take up golf this coming summer so be sure to hit him up for a game if you want a good laugh!

 

ADDITIONAL CONTACT

Branch Office: (855) 695-0464
Branch Fax: (514) 695-8545

LANGUAGES

English

Going beyond the financial picture

Behavioral Finance is the application of psychology to financial behavior. The premise is investors are not totally rational human beings in terms of making perfect financial decisions.

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A reliable prediction of how irrational financial decisions are made can be obtained through objective financial personality discovery so that the investor behavior biases can be rationally understood and then managed as a platform for making aligned decisions.

Ask us how we can help you discover your Financial DNA.


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Click on the image below in order to access our Quarterly Newsletter

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Previous Editions:
Winter 2018 - Skipping Prediction Season
Autumn 2017 - Expect the Unexpected
Summer 2017 - The Psychology of Investing

Spring 2017 - Focus on What You Can Control

We're redefining private wealth management.

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Monthly Perspectives June 2018

Embrace human behavior is the second principal of our Risk Priority Management philosophy, which we define as follows:

Can your kids afford to inherit the family cottage?

Early in their marriage, Pat and Marlene caught the cottage fever after summers of cottaging in rented properties.

Stashing Your Cash

Maybe you’ve checked your cash flow, and identified some extra money in your monthly budget to sock away, or maybe you’ve gotten a commission or bonus from your employer and are looking to put it aside for a rainy day.

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