ABOUT US
At our firm, we are committed to empowering clients to make informed financial choices and achieve their objectives. Mitch McLean, a dedicated financial planner, offers customized financial planning services to clients throughout Ontario, including Ottawa, Toronto, Mississauga, Brampton, Hamilton, Markham, Vaughan, and Kitchener.
To learn more about our financial planning services, please browse our services below and reach out to us to book a financial consultation.
Take charge 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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— Mitch McLean, Senior Financial Advisor & 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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Private alternative investments offer the potential for higher returns, but also come with higher risks.
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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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Financial Advisor
Mitch McLean is a seasoned financial advisor and respected financial planner based in Ottawa with over 16 years of experience. He provides financial services to clients throughout the entire province of Ontario, including Ottawa, Toronto, Mississauga, Brampton, Hamilton, Markham, Vaughan, and Kitchener.
If you're looking to schedule a consultation with Mitch to discuss your personal finance and financial planning goals, simply reach out to him by using the contact information provided below. You can also connect with him on LinkedIn, Twitter and Facebook!
At the core of our business is the belief in building strong relationships and providing exceptional client service. Our client base primarily consists of doctors, dentists, and high net worth families, allowing us to have a deep understanding of the investment, tax, and risk management strategies necessary for creating a successful wealth plan for each client. What sets us apart is our commitment to excellence as financial planner.
As independent professionals, we have the freedom to recommend only the best products and services for our clients. Our clients have access to a unique array of private and alternative investment products.
Mitch McLean, our Ottawa-based financial advisor with over 16 years of experience, is a well-respected source of financial advice in the Ottawa area. He has a proven track record of creating wealth for medical professionals, business owners, and retirees and holds professional designations such as Certified Financial Planner (CFP®) and Registered Retirement Consultant (RRC®).
In 2011, Mitch was recognized as one of Ottawa's Top Forty under 40 for his business excellence and community involvement.
When he's not at work, Mitch enjoys spending time outdoors and coaching his son's hockey and baseball teams. He lives in Carp with his wife Yvette and son Marlo. So, if you're interested in scheduling a consultation with Mitch, a trusted financial planner, to discuss your financial and tax planning needs, feel free to reach out to him using the contact information provided below. You can also connect with him on LinkedIn and Twitter!
At Mitch McLean Wealth Creation, we empower you to reach your financial goals and achieve your ideal retirement. Our process starts with understanding your aspirations and calculating the amount of savings necessary to realize them with the guidance of a professional financial planner.
With a deep understanding of your financial situation, we provide a customized roadmap and ongoing support to help you reach your "Magic Retirement Number" - the financial target that gives you the freedom to choose whether to work or pursue other interests.
As life changes, we continuously assess and adjust your plan to ensure you remain on track towards financial independence.
A financial planner is a certified professional who assists individuals and businesses in creating and managing a strategic plan to achieve their financial goals. This may encompass various aspects such as savings optimization, investment portfolio development, retirement planning, tax planning, estate planning, and risk management.
At Mitch McLean, we hold the conviction that expert financial guidance and support should be accessible to everyone. Being an independent financial advisor based in Ottawa, we are dedicated to delivering tailored and thorough financial planning services to our clients across Ontario.
Our mission is to empower you with the knowledge necessary to make wise financial choices, achieve your financial objectives, and safeguard your financial well-being.
Get in touch with us today to arrange a consultation and let us guide you on your financial path.
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