Mitch McLean Wealth Creation
The foundation of our business is based on establishing successful relationships
and exceptional client service.
Book a Meeting
The foundation of our business is based on establishing successful relationships and exceptional client service. Our practice is comprised predominantly of doctors, dentists, 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 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 advisors enjoy ACCESS to a distinctly unique lineup of private and alternative investment products.
MCLEAN WEALTH CREATION
Portfolio Manager / Financial Advisor
Mitch is an advisor with Mandeville Private Client Inc. Mandeville's mission is to provide all wealth-seeking investors with ACCESS to investment opportunities both within the public and private realm that are typically reserved for the affluent and institutional investor.
Mitch is a respected well-known source of financial advice in the Ottawa area and has spent the past 19 years creating wealth for Medical Professionals, Business Owners, and Retirees. Over the years he has obtained professional designations such as 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 and son in Carp.
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 eight 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.
Get in touch
/mitch-mclean---mandeville-copy-copy-0889/images/Black_M_on_transparent.png "Mitch McLean Wealth Creation")