Jason McLean
Senior Investment Advisor
B.Comm.
CIWM
Tailored solutions in tune with your needs and the needs of those you care about
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Office Location
Jason McLean, B.Comm., CIWM
I believe wealth management is a comprehensive approach in helping you achieve your goals. Do you have a comprehensive plan and advisor that will assist you along your life stages? It is remarkable how many people who have achieved tremendous success in their lives and careers through hard work, planning and dedication, do not give themselves the relative amount of time to implement a financial strategy to achieve their goals. An investment plan is the foundation that can start to give you the confidence to make sound financial decisions. With access to a full spectrum of investment opportunities including equities, mutual funds, fixed income securities and new offerings, I can construct a well-diversified portfolio to help try and meet your goals and needs. I help my clients feel confident with respect to their future goals by customizing investment strategies best suited to their needs with the additional value-added benefit of a full service investment firm.
Investment Philosophy
My professional mandate is to work with individuals whose busy schedules require direction in managing their investments properly and efficiently. The primary objective is to consider the individual’s fundamental goals and add value to his or her portfolio in context of a long-term investing approach. Emphasis is on the long-term value and preservation of capital, taking priority over all investment decisions. I am committed to a conservative portfolio approach, aligning your personal risk profile with your investment goals.
Service Approach
I am dedicated to providing my clients with objective analysis and timely service when dealing with the financial issues most important to them. As your Investment Advisor I will provide comprehensive one-on-one wealth management service including detailed reporting, accountability and, above all else, a relationship built on trust.
Phone
Fax
(780) 448-8962
Certificates
B.Comm.
CIWM
Languages
English
Education
Your Goals, Our Priorities
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
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
What We Do
What to expect when working with us
Initial Discovery
Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.
Seamless Onboarding
We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.
Proactive Reviews
Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
Tailored Solutions
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.
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