How We Guide You

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.

More about us

Mitch McLean is an Ottawa based financial advisor, financial planner and investment advisor with over 16 years experience, offering financial planning services across the entire province of Ontario with offices based in both Ottawa and Toronto.

The foundation of our business is based on establishing successful relationships and exceptional client service. Our practice is comprised predominantly of doctors, business owners and high net worth families. The concentrated focus on this exclusive group allows us to have an unparalleled understanding of the investment, tax, and risk management strategies required to create a successful wealth plan for each client.

What sets Mandeville Private Client Inc. apart from other firms is its pursuit of excellence. We are independent professionals. This means we enjoy the freedom to recommend only those products and services which are best-suited for our clients. Clients of Mandeville Private Client Inc. advisors enjoy ACCESS to a distinctly unique lineup of private and alternative investment products.

Mitch is a respected well-known source of financial advice in the Ottawa area and has spent the past 16 years creating wealth for Medical Professionals, Business Owners, and Retirees. Over the years he has obtained professional designations such Chartered Investment Manager (CIM), Certified Financial Planner (CFP®) and Registered Retirement Consultant (RRC®). Mitch was also named one of Ottawa’s Top Forty under 40 in 2011 for business excellence and community involvement.

If you are interested in scheduling a call with Mitch to discuss any of your financial planning needs then simply contact him. Please feel free to connect on LinkedIn and Twitter too.

What is a Financial Advisor

A financial advisor is a professional dedicated to helping individuals and businesses manage their financial affairs effectively. These experts assist clients by assessing their current financial situation and developing plans to achieve their financial goals. They provide guidance on various aspects such as saving, investing, retirement, and estate planning. In Ontario, financial advisors are particularly valuable as they offer personalized advice that is informed by regional regulations and opportunities, ensuring that clients make informed decisions. Read also about Fee-Based Financial Advisor.

HOW CAN A FINANCIAL ADVISOR HELP YOU?

Working with a financial advisor can greatly improve your financial health by offering services like investment management, retirement planning, and risk management. By utilizing their expertise, you can optimize your assets and enhance your financial security. A financial consultant provides personalized advice tailored to your unique financial situation, making sure your decisions support your long-term objectives. For those in Ontario, financial advisors bring local knowledge and broad expertise, making them excellent partners in achieving a stable financial future. Read more about the role of financial advisors in our blog.

HOW TO CHOOSE A FINANCIAL ADVISOR?

Selecting the right financial advisor requires careful consideration. Determine the specific services you need, whether it's investment advice or a broader personal finance consultant role. Verify that the advisors you consider are registered in Ontario and review their professional background and client feedback. It's important to choose an advisor whose style matches your preferences. Ask about their fee structure, experience, and methods for tackling financial challenges. Conducting thorough research will help you find a financial advisor who is a trustworthy partner in your financial journey.

How can an investment advisor in Ottawa grow your wealth?

An investment advisor in Ottawa can help grow your wealth by creating a tailored portfolio based on your risk tolerance, time horizon, and financial goals. They provide access to a wide range of investment options, monitor market trends, and adjust strategies as needed. Working with a local advisor also ensures your investments align with Canadian regulations and tax advantages.

Anyone looking to improve their financial wellbeing can benefit from a financial advisor in Ottawa. Whether you're saving for retirement, investing for long-term growth, managing debt, or planning your estate, an advisor provides clarity and direction. Residents in Ottawa often seek advisors for personalized financial strategies that align with provincial programs and regulations.