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MCLEAN

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WEALTH CREATION

Building your wealth today, for tomorrow.

Welcome to Financial Clarity.

Now more than ever, investors are looking for stability. We are dedicated to providing wealth-seeking investors ACCESS to investment opportunities both within the public and private realm. Let us point you in the right direction.

Schedule an Appointment

I provide comprehensive financial planning which encompasses retirement, education, investment, estate, insurance and tax planning. You can trust that I will consistently and responsibly perform all requested services and that I will be available when you need me.

M.McLean

Mitch McLean, Financial Advisor

The Wealthy Invest Differently

The largest and most successful institutional investors in the world (i.e., Canada Pension Plan (CPP)
and the Yale Endowment Fund) as well as the world’s wealthiest families create true lasting wealth
by investing in a mix of both public and private investments.

Our goal is to democratize these private investment opportunities for wealth creation, and where appropriate, provide our clients with the same investment techniques used by ultra high net worth and institutional investors.

Are you getting the financial

advice you need?

Partnering with a Global Leader

Mandeville Private Client holds your assets in custody with Fidelity Clearing Canada, ULC, a leading carrying
broker in the Canadian marketplace. Fidelity, like Mandeville, is a member of the Canadian Investor
Protection Fund (CIPF) and the Investment Industry Regulatory Organization of Canada (IIROC).

Fidelity is a global leader in the delivery and servicing of investment accounts. It has access to a vast global
network of expertise which benefits Mandeville and its Canadian clients.

FIDELITY CLEARING CANADA ®

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Who We Serve

 

Medical Professionals
As a medical professional, you may face many of the same issues as other affluent professionals, but you have unique needs,
too.   Learn More ›

 

 

Business Owners
We are familiar with the challenges of entrepreneurship and the unique planning required to pave a smooth financial road.
Learn More ›

 

 

Looking to Retire
You continue to work hard every day, and when you think about your future one question keeps coming up...
Learn More ›

 

 

Young Professionals
You know your life goals and you work hard. It's time to create habits to reach those goals. Let us show you how.

 

Our Strength

 

Advisory Team
At Mitch McLean Wealth Creation, the foundation of our business is based
on establishing successful relationships
and exceptional client service. We enjoy the freedom to recommend only those products and services which are best-suited for our clients.

 

 

Branch Office
Located in Ottawa, Capital Wealth Partners was founded to offer a full suite of financial advice and services.  We strive to educate our clients about their financial health and wealth.

 

 

Investment Dealer
At Mandeville we have made it our mission to provide ACCESS to investment opportunities both within the public and private realm that are typically reserved for the affluent and institutional investor.

 

At Mitch McLean Wealth Creation we help you find your Magic Retirement Number. Everyone has their own Magic Retirement Number, a walk away number, where you decide if you go to work or spend more time pursuing other interests.

We begin with your goals, and then determine what amount of savings is required for you to achieve your goals. Once we know your current situation well, we also present financial strategies that can help you along the way.

We give clients a roadmap to reach their Magic Retirement Number. As life unfolds and needs change, we continue to evaluate and determine if your number needs to be adjusted to keep you on track and maintain your financial freedom.

How We Guide You