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MITCH

MCLEAN

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WEALTH CREATION

Building your wealth today, for tomorrow.

Welcome to Financial Clarity.

We are dedicated to providing wealth-seeking investors ACCESS to investment opportunities both within the public and private realm that are typically reserved for the ultra high net worth and institutional investor.

I provide comprehensive financial planning which encompasses retirement, education, investment, estate, insurance and tax planning. You can trust that I will consistently and responsibly perform all requested services and that I will be available when you need me.

M.McLean

Mitch McLean, Financial Advisor

The Wealthy Invest Differently

The largest and most successful institutional investors in the world (i.e., Canada Pension Plan (CPP)
and the Yale Endowment Fund) as well as the world’s wealthiest families create true lasting wealth
by investing in a mix of both public and private investments.

Our goal is to democratize these private investment opportunities for wealth creation, and where appropriate, provide our clients with the same investment techniques used by ultra high net worth and institutional investors.

Are you getting the financial

advice you need?

Partnering with a Global Leader

Mandeville Private Client holds your assets in custody with Fidelity Clearing Canada, ULC, a leading carrying
broker in the Canadian marketplace. Fidelity, like Mandeville, is a member of the Canadian Investor
Protection Fund (CIPF) and the Investment Industry Regulatory Organization of Canada (IIROC).

Fidelity is a global leader in the delivery and servicing of investment accounts. It has access to a vast global
network of expertise which benefits Mandeville and its Canadian clients.

FIDELITY CLEARING CANADA ®

Keeping You Informed
May 2019

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Medical Professionals

If you own a corporation, consider these tax moves
They're not dance moves - the Carryback,
the Bump and the Pipeline. They’re tax manoeuvres ...   Learn More ›

 

Business Owners

Changes in 2018 that may affect
your tax filings

They say that the cure for boredom is curiosity. And in case you’re curious, here’s a list of what
has changed in the last year that might affect
your 2018 tax filings ...   Learn More ›

 

Looking to Retire

Protect Your Retirement Against Stock Market Crashes
It’s only natural that older workers and retirees would be anxious about the recent stock market volatility. Older workers might not be able to make up for losses ...   Learn More ›

 

Who We Serve

 

Medical Professionals
As a medical professional, you may face
many of the same issues as other affluent
professionals, but you have unique needs,
too.   Learn More ›

 

 

Business Owners
We are familiar with the challenges of entrepreneurship and the unique planning required to pave a smooth financial road.
Learn More ›

 

 

Looking to Retire
You continue to work hard every day, and when you think about your future one question keeps coming up...
Learn More ›

 

FIDELITY CLEARING CANADA ®