Jason McLean, Investment Advisor,Edmonton, AB

Phone

Office

Office Location

10088 - 102nd Avenue Suite 2400 Edmonton, AB T5J 2Z1. map

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

Branch Phone

(780) 448-8280

Branch Fax

(780) 448-8962

Certificates

B.Comm.

CIWM

Languages

English

Education

Your Goals, Our Priorities

We will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.

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

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

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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

Empowering Polly to achieve financial success

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

Putting finances into perspective

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

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

Women and Investing

Women and investing Wealth is about much more than just numbers and figures. It’s about having the power to do what’s right for you and your family, the freedom to fulfill your dreams, the flexibility to invest in your business and the assurance that you’re prepared for life’s ups and downs. Our aim is to protect and grow your wealth and help you make informed decisions throughout your life.

Retirees / Pre-retirees

Multi-Generational Family

Entrepreneurs / Business Owners

We have helped entrepreneurs make sense of the world’s ever-changing financial markets and adopt tax-effective strategies that will help them reach their goals. Whether you are a young entrepreneur with an aggressive growth target or a seasoned business owner who wants to preserve your assets, generate retirement income and develop a sound succession plan and exit strategy, you have worked hard to build your enterprise. One of the most rewarding aspects of our work is helping business owners like you to enjoy the success of all your hard work.

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.

Let's Connect

Your Goals, Our Priorities

Our Services

Investment planning is one of our key strengths and the cornerstone of every wealth strategy

For many, estate planning and preparing for a transfer of wealth can be a difficult subject to discuss.

Transfer your wealth tax-efficiently and according to your wishes with an estate plan.

Retirement is a goal that nearly everyone strives for. However, many have not fully thought through what their retirement will actually look like from a financial perspective. We can help with this.