Jason McLean, B.Comm., CIWM
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 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.
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.
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.