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Mitch McLean Wealth Creation photo
Mitch McLean Wealth Creation photo
Mitch McLean Wealth Creation photo
Mitch McLean Wealth Creation photo
Mitch McLean Wealth Creation photo

Mitch McLean Wealth Creation

Address: 1565 Carling Ave Suite 610, Ottawa, ON K1Z 8R1, Canada Get Directions

Services & pricing

Average price range
ServiceDetailsPrice
Financial Advisory Personal Financial Planning $150 - $300 Call to Book
Investment Strategy Development $200 - $500 Call to Book
Retirement Planning $100 - $250 Call to Book
Investment Management Portfolio Management $200 - $400 Call to Book
Wealth Management $250 - $600 Call to Book
Tax-Efficient Investing $150 - $350 Call to Book
Financial Education Workshops and Seminars $50 - $150 Call to Book
One-on-One Coaching $100 - $200 Call to Book
Online Courses $30 - $100 Call to Book
Tax Planning Tax Strategy Consultation $100 - $250 Call to Book
Tax Return Preparation $200 - $400 Call to Book
Estate Tax Planning $150 - $300 Call to Book

What people love

From reviews
Responsive communication(4) Knowledgeable staff(3) Professional service(3) Trustworthy advice(3) Goal-oriented support(3) Transparent process(2) Dedicated service(2) Exceptional investment knowledge(1) Patient explanations(1) High value(1)

About this business

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

Location & directions

Ottawa, Ontario
Mitch McLean Wealth Creation
Wealth Management Companies
Address
1565 Carling Ave Suite 610, Ottawa, ON K1Z 8R1, Canada
Hours
Closed Now
Mitch McLean Wealth Creation Reviews · 5.0 average
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