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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

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.

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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.

Oil and gold: risks and rewards

Kim Parlee speaks with Bart Melek, Global Head of Commodity Strategy, TD Securities, about the recent moves in the price of gold and oil and examines the factors investors should be watching for that could drive the price of those commodities higher.

What options do snowbirds have this winter?

Canadians who used to fly south regularly may be facing a severely altered vacation landscape this year. Chris Gandhu, a High Net Worth Planner with TD Wealth, speaks to Kim Parlee about what options Snowbirds have for their properties this winter. 

TD Economics

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

Monthly Perspectives | What Now?

What ever happened to certainty? Since February when COVID-19 became a global concern, we’ve experienced unimagined extremes many of which are beyond the confines of this monthly financial market update.

The Soul of the Fed

What’s that sound? That would be the collective sigh of relief emanating from C-suites across the U.S. and around the world yesterday, as executives (and their employees) register the good news that the Fed has delivered.

MoneyTalk - Questions investors are asking amid the COVID-19 pandemic

Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation between Kim Parlee and Brad Simpson, Chief Wealth Strategist, TD Wealth, about the recession, recovery, and finding a bottom for the market.  

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