McLean Financial – McLean Financial – Investing with Integrity

17-647 Welham Road Barrie ON L4N 0B7

[email protected]
jstoddart@worldsourcesecurities.net

Investments are provided through Worldsource Wealth Management 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 our network.

Planned Giving
Guidance with Estate & Will Preparation
Disbursement and Settlement