ABOUT US
Empowering Canadians to take control of their futures, one step at a time.
We believe in empowering our clients to make informed financial decisions and reach their goals. Our financial advisor, financial planner, investment advisor, and financial consultant, Mitch McLean, offers personalized financial planning services to clients across the entire province of Ontario, with offices based in both Ottawa and Toronto.
Mitch and his team of financial planning professionals are dedicated to providing the highest level of service and financial guidance to their Ontario-based clients.
Please explore our financial planning services below and feel free to contact us to schedule a financial consultation one of Ottawa's most trusted financial and investment advisors, and take control of your financial future today.
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Tax planning is important for maximizing savings, minimizing liabilities, and staying compliant with government regulations.
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Retirement planning is crucial for securing financial stability and comfort in old age. Start early, save often, and invest wisely.
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Retirement income planning is the act of ensuring financial stability for your post-career life.
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"We enjoy the freedom to recommend only those products and services which are best-suited for our clients"
— Mitch McLean, Financial Advisor
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Personal pension plans provide a secure retirement by allowing you to regularly save and invest for your future.
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/mitch-mclean---mandeville-copy/pexels-liza-summer-6347729.jpg "Private Alternative Investments")
Private alternative investments offer the potential for higher returns, but also come with higher risks.
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/mitch-mclean---mandeville-copy/images/pexels-francesco-ungaro-4322027-2-_1_-min.webp "Estate Planning")
Estate planning is the process of organizing and managing your assets for the benefit of your loved ones after you're gone.
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/mitch-mclean---mandeville/images/image-ID-173ca183-88cc-407d-81bd-2818e6574046.jpeg "Mitch McLean")
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Financial Advisor & Financial Planner
Mitch McLean is an Ottawa based financial advisor with over 16 years experience, offering financial planning services across the entire province of Ontario including Ottawa, Toronto , Mississauga , Brampton , Hamilton, Markham, Vaughan and Kitchener.
If you are interested in scheduling a call with Mitch to discuss your financial planning and personal finance needs, then simply contact him below and please feel free to connect with him on on LinkedIn, Twitter and Facebook, or schedule and appointment below.
/mitch-mclean---mandeville-copy/pexels-kristina-paukshtite-1297462.jpg "Wealth Creation")
Wealth creation involves the process of building and increasing one's financial assets over time, typically through investment and other strategic financial decisions.
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/mitch-mclean---mandeville-copy/pexels-canva-studio-3194520.jpg "Insurance Planning")
Wealth creation involves the process of building and increasing one's financial assets over time, typically through investment and other strategic financial decisions.
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Our investment management services provide tailored strategies, adeptly balancing risk and return to guide your financial decisions.
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Mitch McLean is an Ottawa based financial advisor, financial planner and investment advisor with over 16 years experience, offering financial planning services across the entire province of Ontario with offices based in both Ottawa and Toronto.
The foundation of our business is based on establishing successful relationships and exceptional client service. Our practice is comprised predominantly of doctors, business owners and high net worth families. The concentrated focus on this exclusive group allows us to have an unparalleled understanding of the investment, tax, and risk management strategies required to create a successful wealth plan for each client.
What sets Mandeville Private Client Inc. apart from other firms is its pursuit of excellence. We are independent professionals. This means we enjoy the freedom to recommend only those products and services which are best-suited for our clients. Clients of Mandeville Private Client Inc. advisors enjoy ACCESS to a distinctly unique lineup of private and alternative investment products.
Mitch is a respected well-known source of financial advice in the Ottawa area and has spent the past 16 years creating wealth for Medical Professionals, Business Owners, and Retirees. Over the years he has obtained professional designations such Chartered Investment Manager (CIM), Certified Financial Planner (CFP®) and Registered Retirement Consultant (RRC®). Mitch was also named one of Ottawa’s Top Forty under 40 in 2011 for business excellence and community involvement.
When he's not in the office, Mitch enjoys the outdoors, and coaching his son’s hockey and baseball teams. He lives with his wife Yvette, and young son Marlo in Carp.
If you are interested in scheduling a call with Mitch to discuss any of your financial planning needs then simply contact him below and please feel free to connect on LinkedIn and Twitter too!
At Mitch McLean Wealth Creation we help you find your Magic Retirement Number. Everyone has their own Magic Retirement Number, a walk away number, where you decide if you go to work or spend more time pursuing other interests.
We begin with your goals, and then determine what amount of savings is required for you to achieve your goals. Once we know your current situation well, we also present financial strategies that can help you along the way. We give clients a roadmap to reach their Magic Retirement Number.
As life unfolds and needs change, we continue to evaluate and determine if your number needs to be adjusted to keep you on track and maintain your financial freedom.
At Mitch McLean Wealth Creation, the foundation of our business is based on establishing successful relationships and exceptional client service. We enjoy the freedom to recommend only those products and services which are best-suited for our clients.
Located in Ottawa, Capital Wealth Partners was founded to offer a full suite of financial advice and services. We strive to educate our clients about their financial health and wealth.
At Mandeville Private Client Inc. we have made it our mission to provide ACCESS to investment opportunities both within the public and private realm that are typically reserved for the affluent and institutional investor.
Client Services Coordinator
Mary Lynn aims to assure your ongoing needs and inquiries are handled professionally and in a timely manner, and acts as another touch-point for insight, advice and expertise. She strives to provide you with an elevated client experience both in and out of our office. Mary Lynn is also responsible for ensuring the transitions between your life stages are seamless.
Investment Advisor Associate
Michael has over seven years of experience working in the financial service industry. He provides holistic financial advice managing client’s retirement and cash flow plans, reviews daily investment research, monitors and prepares client reviews. Michael is a fully licensed representative who is responsible for the day-to-day trading within the portfolio.
Investment Advisor Associate / Branch Administrator
Feda joined Mandeville Private Client Inc. as a Branch Administrator/ Client service Coordinator in March 2022. Feda brings over 20 years of experience in Client Relations, including the financial services industry, with a thorough background in Compliance, Management, Customer Service and Sales. Feda’s experience provides her with a plethora of knowledge and enables her to assist clients in building their wealth.
Mitch McLean believes that everyone deserves access to expert financial guidance and support. As an Ottawa-based financial advisor, we are committed to providing personalized and comprehensive financial planning services to clients throughout the province of Ontario.
Our goal is to empower you to make informed decisions, reach your financial goals, and secure your financial future.
Contact us today to schedule a consultation and let us help you navigate your financial journey.
Contact Us
A financial advisor is a professional dedicated to helping individuals and businesses manage their financial affairs effectively. These experts assist clients by assessing their current financial situation and developing plans to achieve their financial goals. They provide guidance on various aspects such as saving, investing, retirement, and estate planning. In Ontario, financial advisors are particularly valuable as they offer personalized advice that is informed by regional regulations and opportunities, ensuring that clients make informed decisions. Read also about Fee-Based Financial Advisor.
Working with a financial advisor can greatly improve your financial health by offering services like investment management, retirement planning, and risk management. By utilizing their expertise, you can optimize your assets and enhance your financial security. A financial consultant provides personalized advice tailored to your unique financial situation, making sure your decisions support your long-term objectives. For those in Ontario, financial advisors bring local knowledge and broad expertise, making them excellent partners in achieving a stable financial future. Read more about the role of financial advisors in our blog.
Selecting the right financial advisor requires careful consideration. Determine the specific services you need, whether it's investment advice or a broader personal finance consultant role. Verify that the advisors you consider are registered in Ontario and review their professional background and client feedback. It's important to choose an advisor whose style matches your preferences. Ask about their fee structure, experience, and methods for tackling financial challenges. Conducting thorough research will help you find a financial advisor who is a trustworthy partner in your financial journey.
Explore our service areas across the entire province of Ontario.
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Mitch McLean offers financial planning services across the entire province of Ontario, including Ottawa, so come explore today!
Financial Advisor Ottawa
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Mitch McLean offers financial planning services across the entire province of Ontario, including Ottawa, so come explore today!
Financial Advisor Toronto
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Mitch McLean offers financial planning services across the entire province of Ontario, including Ottawa, so come explore today!
Financial Advisor Mississauga
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Mitch McLean is a financial planner serving Brampton and the rest of Ontario. Let him help you manage your finances and achieve your goals.
Financial Advisor Brampton
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Mitch McLean offers financial planning services to clients in Hamilton and throughout Ontario. Get in touch to start planning for your financial future.
Financial Advisor Hamilton
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Mitch McLean is a trusted financial planner serving Markham and the rest of Ontario. Contact him today to take control of your finances and plan for a better future.
Financial Advisor Markham
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Mitch McLean provides financial planning services to clients in Vaughan and across Ontario. Let him help you achieve your financial goals.
Financial Advisor Vaughan
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Mitch McLean is available to help clients in Kitchener and throughout the province of Ontario. Contact him to start planning for a better financial future.
Financial Advisor Kitchener
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Mitch McLean is available to offer financial planning services remotely to clients in Vancouver and the rest of Canada. Start planning for your financial future.
Financial Advisor Vancouver
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