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Why Choose McLean Budden

Our professionals have extensive experience working closely with foundations and endowments in matters related to their investments, such as developing an Investment Policy Statement or structuring an appropriate asset mix and spending policy. In fact, over 100 non-profit clients currently entrust us with management of over $1.5 billion in investment assets.

Why have these clients chosen us as partners in making a positive difference?

To begin with, we don’t look at not-for-profit organizations as being all the same. We understand that each client is unique, thus requiring unique solutions in order to achieve the goals that have been set out. This is why we encourage regular meetings to fully understand your challenges and objectives, as well as to review your investments. To aid us in this review process, we have developed proprietary software designed to evaluate the long-term impact of different asset allocations and spending policies on the success of the fund.  This customized analysis then provides us with a clear understanding of how to achieve your goals while being there every step of the way.

Our commitment to our foundation and endowment clients does not end at the office. Over the years we have sponsored events for organizations such as The Association for Healthcare Philanthropy, Community Foundations of Canada and Philanthropic Foundations Canada.

We have also been actively involved in sharing our experience through educational presentations and non-profit sector conferences across Canada.

We take great pride in the role we play and in the fact that so many good causes have chosen us as partners in making a positive difference. 
 

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