Team – McLean Financial

BRENT McLEAN, CFP®, CIM®
INVESTMENT ADVISOR

Brent has been assisting clients with their financial management needs since 1991.

Brent worked with a Trust Company and one of the Big 5 banks until 2005, when he made the move to find a better way to manage his client’s financial matters.

Brent joined Worldsource Securities Inc., in May of 2005 and has operated as an independent financial advisor ever since.

Brent’s commitment to education has helped him become a Certified Financial Planner (CFP®), Chartered Investment Advisor (CIM®), as well as currently pursuing the Certified Wealth Manager Designation.

KIM BALDESARRA
EXECUTIVE ASSISTANT

Before joining Brent’s team, Kim worked as an Executive Assistant at a major international corporation as well as a smaller multi-faceted corporation.

Kim has been working with Brent since 2010, and is an expert at account administration, trade execution, tax document and year end document preparations for accountants.

JACOB STODDART
INVESTMENT ADVISOR

Jacob joined the team in 2019. He started with operational responsibilities in a back-office role before becoming an Investment Advisor in 2022 and has been meeting with clients since earning this accreditation.

Jacob focuses primarily on our second and third-generation clients while gaining experience in all aspects of Investment Management and Financial Planning.

Jacob holds a Bachelor of Applied Science in Chemical Engineering from Queen’s University. He is furthering his education as a CFA Level 1 Candidate through the CFA Institute.

MEGHAN BAILEY
ADMINISTATIVE ASSISTANT

Meghan started working with us the summer of 2023 and has taken an interest in financial advising and planning. She is a student at the University of Guelph, and will be graduating in 2025.

She is currently taking the Canadian Securities Course, and helps with daily administration efficiencies. She is looking forward to learning more about the industry!