McLean & Partners Wealth

McLean & Partners Wealth

Investment-Management

Calgary, AB
Canada
Company Tagline

Stewarding futures with clarity, care and conviction.

Industry Category
Investment-Management
Company Description

McLean & Partners Wealth is a leading investment management firm dedicated to stewarding futures with clarity, care, and conviction. With a legacy built since 1999, McLean & Partners Wealth has been committed to helping families grow, preserve, and manage their wealth in alignment with their values and vision for the future. Located at 801 10 Ave SW, Calgary, AB T2R0B4, CA, McLean & Partners Wealth offers a comprehensive suite of services to high net worth individuals, non-profit organizations, and institutions.

McLean & Partners Wealth specializes in wealth management, banking, and global asset management. The firm is also a trusted financial advisor, providing expert financial planning and managing pensions, trusts, and specialized investment accounts. McLean & Partners Wealth recently joined National Bank Financial Wealth Management, combining their entrepreneurial spirit with the strength and resources of Canada’s sixth-largest bank.

McLean & Partners Wealth is dedicated to building lasting relationships that stand the test of time, offering unparalleled expertise in investment management. McLean & Partners Wealth looks forward to continuing its tradition of excellence and serving its clients with integrity and innovation.

We invite the manager of McLean & Partners Wealth to create a customized and exclusive company showcase and product listing on our platform.

McLean & Partners Wealth est une société de gestion de placements de premier plan qui se consacre à la gestion de l'avenir avec clarté, soin et conviction. Forte d'un héritage bâti depuis 1999, McLean & Partners Wealth s'est engagée à aider les familles à faire croître, à préserver et à gérer leur patrimoine en accord avec leurs valeurs et leur vision de l'avenir. Située au 801 10 Ave SW, Calgary, AB T2R0B4, CA, McLean & Partners Wealth offre une gamme complète de services aux particuliers fortunés, aux organisations à but non lucratif et aux institutions.

McLean & Partners Wealth se spécialise dans la gestion de patrimoine, les services bancaires et la gestion d'actifs à l'échelle mondiale. L'entreprise est également un conseiller financier de confiance, fournissant une planification financière experte et gérant les pensions, les fiducies et les comptes de placement spécialisés. McLean & Partners Wealth s'est récemment jointe à Banque Nationale Gestion privée de patrimoine, combinant son esprit d'entreprise à la force et aux ressources de la sixième banque en importance au Canada.

McLean & Partners Wealth se consacre à l'établissement de relations durables qui résistent à l'épreuve du temps, offrant une expertise inégalée en gestion de placements. McLean & Partners Wealth se réjouit à la perspective de poursuivre sa tradition d'excellence et de servir ses clients avec intégrité et innovation.

Nous invitons le gestionnaire de McLean & Partners Wealth à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme.

Key Personnel / Employees
Rini vijayvargia Tamara Corkum Pauline Davison FMA Julie Lee

Compare Companies Side by Side

Compare McLean & Partners Wealth with 3 companies in Investment-Management

4 Companies
Comparison Field
McLean & Partners Wealth
McLean & Partners Wealth
Main Company
Wealthface
Wealthface
View Profile
Earned | Thomas Doll
Earned | Thomas Doll
View Profile
Founded Year
2018 1963 2015
Company Size
11-50 51-200 2-10
City
Calgary, AB Abu Dhabi, Abu Dhabi Walnut Creek, CA Blue Ash, Ohio
Country
Canada United Arab Emirates United States
Skills & Keywords Comparing with main company
18 Total Skills
Wealth Management Investment Management Financial Planning Asset Management Banking Financial Advisor Trusts wealth management banking investment management non-for-profit high net worth individuals (HNWI) global asset management financial advisor pensions & trusts institution financial planning specialized investment accounts
12 Total 12 Unique
Unique Skills:
Active investing Diversified portfolio factor investing financial services Fintech Invest on autopilot +6
12 Total 12 Unique
Unique Skills:
accounting asset management bookkeeping dental accountant dental cpa dental practice accounting +6
7 Total 7 Unique
Unique Skills:
budgeting college savings financial services retirement planning social security student debt +1
4
Total Companies
1963
Oldest Founded
3
Countries
47
Unique Skills

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Single Family Office

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Alternative Company Names

This company is also known as

McLean & Partners Wealth 麦克莱恩 & 合作伙伴财富 मैकलीन एंड पार्टनर्स वेल्थ مكلين وشركاه للثروات Маклин и Партнеры Богатство