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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"
10088 - 102nd Avenue Suite 2305, TD Tower Edmonton, AB T5J 2Z1Map
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
Going beyond the financial picture
Getting to know what truly matters to you is our top priority. Applying principles of behavioural finance allows me to dig deeper and understand your personality, your goals, your family, and your motivations.
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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
Wealth Considerations
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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