ABOUT US

CONTACT US

HOME

WEALTH ACCESS LOGIN

How to Evaluate Your Investment Advisor's Performance

Mitch McClean, July 19 2024

You've taken the important step of hiring an investment advisor Ottawa to help manage your financial future. Congratulations! It's a smart move that can pay off in the long run. But your work doesn't end there. Just like any other professional relationship, it's important to regularly evaluate your investment advisor's performance. Are they...

Read More

At What Point Do I Need an Investment Advisor?

Mitch McClean, July 19 2024

You've been working hard for years, saving diligently, and investing your money wisely. But as your wealth grows, so do the complexities of managing it effectively. And that's where you might start to feel a bit overwhelmed. You see, there comes a point in every investor's journey when the stakes get higher, the decisions become tougher, and the...

Read More

7 Crucial Questions to Ask When Hiring an Investment Advisor

Mitch McClean, July 19 2024

Are you considering hiring an investment advisor to help manage your financial future? It's a big decision that can have a significant impact on your wealth and retirement plans. You want to make sure you choose the right person for the job. But with so many investment advisors out there, how do you know which one to trust? It's not always easy...

Read More

Top 8 Retirement Investment Options in Canada

Mitch McClean, July 19 2024

Are you worried about your financial future after retirement? You're not alone. Many Canadians also raise this concern. Preparing for retirement can be a huge challenge. It requires careful planning and smart investment decisions. And with so many options to choose from, it's easy to feel

Read More

How Much Does a Financial Advisor Cost? A Detailed Guide

Mitch McClean, May 29 2024

Are you ready to take control of your finances but feeling overwhelmed by the maze of fees associated with financial advisors? Whether you're a young professional just starting out or a seasoned investor looking to optimize your portfolio. The question of "How much does a financial advisor cost?" is a common one and understanding the costs...

Read More

How to Choose a Financial Planner?

Mitch McClean, May 29 2024

What is meant by financial planning is organizing the flow of money in it in terms of identifying its sources, securing its collection, and determining its expenditures within a framework of legal and administrative control. Every public organization, whether profitable or non-profit, needs to practice its activity

Read More

How Much Money Do You Need to Retire in Canada?

Mitch McClean, May 29 2024

How much money do you need to retire in Canada? The Canada Retirement Plan is a comprehensive system that aims to provide financial support to retirees and workers until the end of their lives, and reflects the government's efforts to enhance the financial security of citizens in retirement and access to pensions in

Read More

Fee-Based Financial Advisor: Everything You Need to Know

Mitch McClean, May 29 2024

Navigating the myriad of investment options and financial planning strategies can be overwhelming. You want someone who not only understands your financial goals but also has the expertise to guide you towards them. Enter the fee-based financial advisor – a professional who offers comprehensive financial planning services, balancing their...

Read More

The Vital Role of Professional Investment Advice in Ottawa and Beyond

Mitch McClean, May 3 2024

Navigating the complexities of investment opportunities can be daunting, whether you're looking to enhance your portfolio within Ottawa or across the broader Ontario region. At Mitch McLean Wealth Creation, we emphasize the critical importance of engaging with a knowledgeable investment advisor to ensure your financial decisions are both sound...

Read More
business

Understanding Discretionary Investment Accounts and Management

Mitch McClean, March 22 2024

The landscape of investing is vast and varied, with numerous approaches to managing and growing wealth. Among the myriad of strategies available to investors, discretionary investment accounts and management stand out for their hands-off approach, professional management, and potential to align closely with an investor's long-term financial...

Read More
Next