Mitch McLean Wealth Creation
FINANCIAL ADVISOR OTTAWA
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.
Tax planning is important for maximizing savings, minimizing liabilities, and staying compliant with government regulations.
Retirement planning is crucial for securing financial stability and comfort in old age. Start early, save often, and invest wisely.
Retirement income planning is the act of ensuring financial stability for your post-career life.
Estate planning is the process of organizing and managing your assets for the benefit of your loved ones after you're gone.
Our investment management services provide tailored strategies, adeptly balancing risk and return to guide your financial decisions.
Individual pension plans provide a secure retirement by allowing you to regularly save and invest for your future.
"We enjoy the freedom to recommend only those products and services which are best-suited for our clients"
— Mitch McLean, Financial Advisor
Wealth creation involves the process of building and increasing one's financial assets over time, typically through investment and other strategic financial decisions.
Private alternative investments offer the potential for higher returns, but also come with higher risks.
Organizing your insurance needs in a manner that provides you with the right amount and type of coverage, while minimizing the costs associated with insurance.
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Financial Advisor & Financial Planner
Mitch McLean is an Ottawa based financial advisor with over 19 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.
OTTAWA BASED FINANCIAL ADVISOR
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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FINANCIAL PLANNING OTTAWA
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.
FINANCIAL PLANNER OTTAWA
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.
FINANCIAL ADVISOR OTTAWA
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.
If you are interested in scheduling a call with Mitch to discuss any of your financial planning needs then simply contact him. Please feel free to connect on LinkedIn and Twitter too.
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