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maclean partners consulting

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McLean & Partners Wealth Management Ltd. provides investment advisory services to high-net-worth individuals (HNWI), trusts, and not-for-profit organizations. The firm manages portfolios through both segregated accounts and pooled investment vehicles. While we invest in public equity and fixed income markets across the globe, our primary focus is to invest in dividend producing growth stocks. Based in Calgary, Alberta, Canada, our team is composed of a research division, investment and portfolio advisors, client services, operations, and marketing. Our vision is to be the wealth management company of choice.

McLean & Partners Wealth Management Ltd. provides investment advisory services to high-net-worth individuals (HNWI), trusts, and not-for-profit organizations. The firm manages portfolios through both segregated accounts and pooled investment vehicles. While we invest in public equity and fixed income markets across the globe, our primary focus is to invest in dividend producing growth stocks. Based in Calgary, Alberta, Canada, our team is composed of a research division, investment and portfolio advisors, client services, operations, and marketing. Our vision is to be the wealth management company of choice.

Primary SectorInvestment Management
Workforce Size11-50 Employees
Global HQCalgary, Canada
Total Capital RaisedBootstrapped / Private

Corporate Firmographics

Entity classification and operating profile

Industry
Investment Management
Company Type
Privately Held
Founded
Undisclosed
Employee Bracket
11-50
Estimated Revenue Range
Undisclosed

Geographic Coordinates

Headquarters address and regional territory

Street Address
801 10 Ave SW AB Calgary
City
Calgary
Region / State
Alberta
Postal Code
T2R0B4
Country
Canada

Digital Presence & Footprint

Verified domains, socials, and directory profiles

Official Domainmcleanpartners.com
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LinkedIn NetworkActive Profile
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