Mitch is an advisor with Mandeville Private Client Inc. We have a strong business foundation and believe in building relationships with our clients by offering exceptional customer service. We serve dentists and doctors as our practice, two of the most knowledgeable people when it comes to investment, tax, and risk management strategies. Our goal is to create a successful wealth plan for every client. We are different from other companies because we are independent professionals seeking excellence. This means that our clients only get the best products or services. We have developed relationships with other firms to give our clients access to a variety of alternative and private investment products. Our Past
For the past fifteen years, Mitch has advised Capital's Medical Practitioners and Business Owners on how to create wealth. He holds professional designations such as Certified Financial Planner (CFP) (r) and Registered Retirement Advisor (RRC (r). For his business success and community work, Mitch was recognized as one of Ottawa's top 40 under 40.
Mitch lives in Carp with his wife, Yvette, and their son, Marlo, who is still young. He loves playing sports outdoors and coaches his sons' baseball and hockey teams when he is not working.
Reviews Summary
Mitch McLean garners fantastic reviews because of his exceptional service and expertise in the financial services industry. Clients stated consistent satisfaction with Mitch's guidance and advice as he demonstrated profound knowledge and strong communication and dedication. Mitch is a pro at explaining terms and investment options to those who don't have much experience in the field. Long-term clients said he listens to and values their financial objectives, anxious to help them attain their goals. Trustworthiness, reliability, and a friendly, easy-to-understand approach were all frequently mentioned comments. Most much recommend Mitch to clients and friends, and they always feel relaxed with him and appreciate his stress-free attitude.调用至少三次的客户语气方面的关键字(简化)查询habits , touch base , feedback
Frequently asked questions
7 questions
What do clients say about Mitch McLean's wealth management services?
Clients frequently praise Mitch for his professionalism, deep knowledge, and responsiveness. Many appreciate his ability to explain complex financial concepts clearly, making them feel supported in achieving their financial goals.
What services does Mitch McLean Wealth Creation offer?
They provide a range of services including Financial Advisory (Personal Financial Planning, Investment Strategy Development, Retirement Planning), Investment Management (Portfolio Management, Wealth Management, Tax-Efficient Investing), Financial Education (Workshops and Seminars, One-on-One Coaching, Online Courses), and Tax Planning (Tax Strategy Consultation, Tax Return Preparation, Estate Tax Planning).
What are the hours of operation for Mitch McLean Wealth Creation?
Their hours are as follows: Monday: 8:00 AM - 5:00 PM, Tuesday: 8:00 AM - 5:00 PM, Wednesday: 8:00 AM - 5:00 PM, Thursday: 8:00 AM - 5:00 PM, Friday: 8:00 AM - 5:00 PM, Saturday: Closed, Sunday: Closed.
How does Mitch McLean Wealth Creation differentiate itself from other firms?
Mandeville Private Client Inc., where Mitch works, emphasizes excellence and independence, allowing advisors to recommend only the best products tailored to clients' needs. This unique access to alternative and private investment products sets them apart.
Can I expect personalized financial planning from Mitch McLean?
Yes, Mitch is known for his personalized approach to financial planning, taking the time to understand each client's goals and needs, which has led to strong, trusting relationships with his clients.
Does Mitch McLean Wealth Creation offer financial education services?
Yes, they offer Financial Education services including Workshops and Seminars, One-on-One Coaching, and Online Courses, helping clients enhance their understanding of financial matters.
Where is Mitch McLean Wealth Creation located?
1565 Carling Ave Suite 610, Ottawa, ON K1Z 8R1, Canada
Location & directions
Ottawa, Ontario
Mitch McLean Wealth Creation
Wealth Management Companies
Address
1565 Carling Ave Suite 610, Ottawa, ON K1Z 8R1, Canada