Stewarding futures with clarity, care and conviction.
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.
Compare McLean & Partners Wealth with 3 companies in Investment-Management
| Comparison Field |
McLean & Partners WealthMain Company |
WealthfaceView Profile |
Earned | Thomas DollView Profile |
CommasView 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
|
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