Great advicePersonal attentionImpressive resultsFrequent updatesPortfolio diversificationAbove and beyondClear optionsEasy and seamless processAvailability for questions
About this business
MacLean Investment Group is a family-owned company in London, Ontario, with over 50 years of financial service experience. Our CFP(r) certified advisors are dedicated to the service and care of their clients. They aim to improve their lives by assisting them in achieving their financial objectives. MacLean Investment Group offers incomparable customer service. Our staff enjoys a diverse and supporting work atmosphere. We are deeply honored that the Optimize Wealth Management recognized us as Canada's premier wealth management firm. Our family maintains an inclusive work environment like no other. Optimize Wealth Management operates behind the scenes of the MacLean Investment Group. They are a leading market player in financial planning. This shows that our services are valued by families in and around London, ON. This program is focused on anyone looking to improve their lives and make the most of it. This can include building an investment portfolio or purchasing insurance products to extend your longevity. MacLean Investment Group can help you realize how wealth management and financial planning can contribute to a better life.
Frequently asked questions
6 questions
What do MacLean Investment Group clients say about their experience?
Clients frequently praise the personal attention and integrity of the team, particularly highlighting how Jim and Josh MacLean treat clients like family and provide immediate, relatable answers to questions. This commitment builds trust and leads to impressive results.
How experienced is the team at MacLean Investment Group?
MacLean Investment Group boasts over 50 years of combined experience in financial services, showcasing their expertise in wealth management and financial planning.
Does MacLean Investment Group provide personalized financial advice, and what do clients say about it?
Yes, they offer personalized financial advice, with clients noting the excellent guidance and frequent updates on portfolio diversification, which have led to positive outcomes and trust in their recommendations.
Who leads the team at MacLean Investment Group?
The team is led by Jim and Josh MacLean, who are recognized for their commitment to client care and integrity in financial advice.
Is MacLean Investment Group recognized for their services?
Yes, they have been recognized by Optimize Wealth Management as Canada's best wealth management firm, reflecting their commitment to excellence in financial planning.