Investing for your needs

INDEPENDENCE

Our partnership with Worldsource Securities Inc., provides the opportunity to operate an independent finan-
cial firm. We operate without limitations, while having a full suite of investment solutions that can be tailored
to achieve your goals.

INTEGRITY

Due to our independence, we are able to provide an unbiased approach to your needs. Having an unbiased
approach allows us to operate with Integrity and Trust. Our goal as your advisor is to sit on the same side of
the table with you, in order to help you achieve your financial goals and dreams.

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