McLean Budden manages over $3.2 billion dollars worth of private client assets. We manage these assets through our mutual, pooled and segregated portfolios. We have private client portfolio managers located in Montreal, Toronto and Vancouver.

Investment Philosophy

Companies are selected for either superior earnings growth or uncommon value. Management ability is also a key determinant in most selections. Fixed income management focuses on term, sector and yield management with the objective of adding value while maintaining a high quality portfolio.

Asset mix management is designed to increase returns and lessen overall portfolio volatility, while adhering to the long-term risk tolerance of each client.

Segregated Investment Management

McLean Budden manages over $950 million dollars worth of private client assets through segregated investment management. While our minimum amount is $2 million dollars, we encourage clients to use pooled funds for their fixed income component.

Pooled Funds

McLean Budden has designed a family of pooled funds to meet the needs of clients requiring either balanced or specialty management. Our pooled fund minimum account is $1,000,000. All pooled funds are managed by our teams of portfolio managers.

Advantages to investors choosing the McLean Budden Pooled Funds include:

• the management of assets at cost effective fees
• consistently competitive performance
• customized asset mix

The following McLean Budden pooled funds are available for private clients:

MB Balanced Growth Fund
MB Balanced Value Fund
MB Balanced Fund
MB Private Balanced Fund
MB Canadian Equity Growth Fund
MB Canadian Equity Value Fund
MB Canadian Equity Fund
MB Canadian Equity Plus Fund
MB Global Equity Growth Fund
MB Global Equity Value Fund
MB Global Equity Fund
MB American Equity Fund
MB International Equity Fund
MB Fixed Income Fund
MB Fixed Income Plus Fund
MB Long Term Fixed Income Fund
MB Short Term Fixed Income Fund
MB Money Market Fund
MB Select Balanced Fund
MB Select Canadian Equity Fund
MB Select Global Equity Fund
MB Select Fixed Income Fund
MB LifePlan Income Fund
MB LifePlan Growth & Income Fund
MB LifePlan Growth Fund

Mutual Funds

McLean Budden offers a family of solid performing mutual funds. All mutual funds are managed by our teams of portfolio managers and are modelled after our Pooled Funds. Other than the low management fee, investors are not subject to any other charges, including RRSP’s and RRIF’s.

The following McLean Budden Mutual Funds are available for private clients:

McLean Budden Balanced Growth Fund
McLean Budden Balanced Value Fund
McLean Budden Canadian Equity Growth Fund
McLean Budden Canadian Equity Fund
McLean Budden Canadian Equity Value Fund
McLean Budden High Income Equity Fund
McLean Budden American Equity Fund
McLean Budden International Equity Fund
McLean Budden Global Equity Fund
McLean Budden Fixed Income Fund
McLean Budden Money Market Fund

For more information on Private Client services contact:

Toronto:
Ed Kwan
email: ekwan@mcleanbudden.com
phone: 416-862-8610
fax: 416-642-8080

Montreal:
Bill Healy
email: bhealy@mcleanbudden.com
phone: 514-933-0033
fax: 514-933-8163

Vancouver:
Heather Shannon
email: hshannon@mcleanbudden.com
phone: 604-623-3430
fax: 604-623-3436