Financial Services Ottawa

Explore all of our financial planning services we offer

in Ottawa below

FINANCIAL PLANNING SERVICES OTTATWA

Our Financial Services

At our firm, we are committed to empowering clients to make informed financial choices and achieve their objectives. Mitch McLean, a dedicated financial planner, offers customized financial planning services to clients throughout Ontario, including Ottawa, Toronto, Mississauga, Brampton, Hamilton, Markham, Vaughan, and Kitchener.

To learn more about our financial planning services, please browse our services below and reach out to us to book a financial consultation.

Take charge of your financial future, today.

Mitch McLean, CIM®, CFP®

Financial Advisor & Financial Planner

Mitch McLean is an Ottawa based financial advisor with over 19 years experience, offering financial planning services across the entire province of Ontario including Ottawa, Toronto, Mississauga, Brampton, Hamilton, Markham, Vaughan and Kitchener.

If you are interested in scheduling a call with Mitch to discuss your financial planning and personal finance needs, then simply contact him below and please feel free to connect with him on on LinkedIn, Twitter and Facebook, or schedule and appointment below.

Independent Financial Services Ottawa

More About Mitch McLean

At the core of our business is the belief in building strong relationships and providing exceptional client service. Our client base primarily consists of doctors, dentists, and high net worth families, allowing us to have a deep understanding of the investment, tax, and risk management strategies necessary for creating a successful wealth plan for each client. What sets us apart is our commitment to excellence as financial planner.

As independent professionals, we have the freedom to recommend only the best products and services for our clients. Our clients have access to a unique array of private and alternative investment products.

Mitch McLean, our Ottawa-based financial advisor with over 16 years of experience, is a well-respected source of financial advice in the Ottawa area. He has a proven track record of creating wealth for medical professionals, business owners, and retirees and holds professional designations such as Certified Financial Planner (CFP®) and Registered Retirement Consultant (RRC®).

In 2011, Mitch was recognized as one of Ottawa's Top Forty under 40 for his business excellence and community involvement.

When he's not at work, Mitch enjoys spending time outdoors and coaching his son's hockey and baseball teams. He lives in Carp with his wife Yvette and son Marlo. So, if you're interested in scheduling a consultation with Mitch, a trusted financial planner, to discuss your financial and tax planning needs, feel free to reach out to him using the contact information provided below. You can also connect with him on LinkedIn and Twitter!

Financial Planning Services Canada

At Mitch McLean Wealth Creation, we empower you to reach your financial goals and achieve your ideal retirement. Our process starts with understanding your aspirations and calculating the amount of savings necessary to realize them with the guidance of a professional financial planner.

With a deep understanding of your financial situation, we provide a customized roadmap and ongoing support to help you reach your "Magic Retirement Number" - the financial target that gives you the freedom to choose whether to work or pursue other interests.

As life changes, we continuously assess and adjust your plan to ensure you remain on track towards financial independence.

A financial planner is a certified professional who assists individuals and businesses in creating and managing a strategic plan to achieve their financial goals. This may encompass various aspects such as savings optimization, investment portfolio development, retirement planning, tax planning, estate planning, and risk management.

What is a Financial Planner?

Expert financial guidance and support should be accessible to everyone.

At Mitch McLean, we hold the conviction that expert financial guidance and support should be accessible to everyone. Being an independent financial advisor based in Ottawa, we are dedicated to delivering tailored and thorough financial planning services to our clients across Ontario.

Our mission is to empower you with the knowledge necessary to make wise financial choices, achieve your financial objectives, and safeguard your financial well-being.

Get in touch with us today to arrange a consultation and let us guide you on your financial path.