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.
Company Information
- Industry
- Investment Management
- Company Type
- Privately Held
- Founded
- unknown
- Employee Range
- 11-50
- Revenue Range
- Not available
Location
- Address
- 801 10 Ave SW AB Calgary
- City
- Calgary
- Region
- Alberta
- Postal Code
- T2R0B4
- Country
- Canada