News

Business Owners

How small-business owners can save for retirement
While there are perks to being a small-business owner, there are challenges, too. Not the least of which is navigating our tax system, which became significantly more complicated in 2017 with the introduction of new rules... Learn More ›

Looking to Retire

Five wealth-building ideas in an era of low interest and potentially higher tax rates
We like to look at the entire financial picture — investments, tax, debt, real estate and insurance — when doing this, since it can take combining a couple of disciplines to create a wealth-building opportunity ... Learn More ›

CTV News Ottawa

Tips on how to build an emergency fund
May 31, 2025

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In the News

Wealth Professional | The gatekeeper
Given the influx of private and alternative investments today, advisor Mitchell McLean says the job of determining which investment is right for each investor is more critical than ever.

My Business Magazine |MITCHELL McLEAN, CFP®
Mitch believes that it is in the best interests of every investor, to identify a role model for wealth creation, like Warren Buffett, OMERS, or the CPP, and then to duplicate their approach for successful investing.