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Jason McLean

Investment Advisor

  • B.Comm.
  • CIWM

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

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Jason McLean

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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.   

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.

ADDITIONAL CONTACT

Fax: (780) 448-8962
Branch Office: (780) 448-8280
Branch Fax: (780) 448-8962

LANGUAGES

English

We're redefining private wealth management.

At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

Meet The Team

Adam Paczkowski

Client Service Associate


Matt Kamal

Client Service Associate


Wealth Considerations

Investment Strategies

Banking and Credit Management

Retirement Planning

Tax Management

Education Funding

Business Succession Planning

Charitable Giving

Passing on Your Wealth

Protecting Your Assets

Planning for Major Purchases

Investment Strategies

An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.

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Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

Higher profits from most S&P500 companies do little to steady markets

With over three quarters of S&P 500 companies having reported, Q1 profits were on pace to grow by more than 10%. But markets have been less than impressed. Kim Parlee speaks with Damian Fernandes, Portfolio Manager, TD Asset Management, about equities that may weather the macro headwinds.

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Greying acres: A modern guide to farm succession

Passing down the family farm is not the same as passing on other family businesses: The labour and sweat of generations may turn a financial decision into an emotional one. Here are some ways to ensure your farm succession plans are planted and ready when you need them.

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TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

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Monthly Perspectives: Institution Evolution

If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.

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Bank of Canada hikes rates, signals more to come in fight against inflation

The Bank of Canada hikes interest rates to 0.50%, the first increase since 2018, as it warns about higher inflation and a “major new source of uncertainty” related to Russia’s invasion of Ukraine. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the central bank’s efforts to tame rising prices.

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The 2022 MoneyTalk tax checklist

While it may not be a cause for celebration, any signs of normalcy - even doing our taxes - could be welcome given the uncertainty we’ve experienced in recent months. Here’s a quick guide that we hope will help you as you prepare to file.

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