bmclean@worldsourcesecurities.net
jstoddart@worldsourcesecurities.net

17-647 Welham Road  Barrie  ON  L4N 0B7

COPYRIGHT © 2025 MCLEAN FINANCIAL, ALL RIGHTS RESERVED | DESIGNED AND DEVELOPED BY FLINT DESIGN

Investments are provided through Worldsource Securities Inc., sponsoring investment dealer and a member of the Canadian Investor Protection Fund (CIPF) and of the Canadian Investment Regulatory Organization (CIRO). Advisor Report.

TERMS AND CONDITIONS | PRIVACY | COMPLAINTS

  • Discretionary Investment Management
  • Investment Tax Management
  • Ongoing Monitoring
  • Retirement Income Planning
  • Goal Based Planning (i.e. Education)
  • Estate and Wealth Transfer Plans*
  • Charitable Giving Planning*
  • Wealth and Income Protection Planning*
  • Transition Planning
  • Tax Document Management 
  • Inter-Generational Transfer of Wealth


*Services are done in conjunction with your current professional
 advisor or advisors within or outside my network

  • Planned Giving
  • Guidance with Estate & Will Preparation
  • Disbursement and Settlement