Forms and Documents

McLean Budden manages discretionary portfolios for investors with portfolios of $500,000 and larger. McLean Budden funds are available from $10,000 and can be purchased through a discount broker, investment adviser or financial planner. In Quebec, our Mutual Funds can be purchased from us directly with a minimum investment of $10,000.

For discretionary management through McLean Budden or for further information on how to purchase our funds through a broker or advisor, please contact Michael Bissonnette at +1 416 862 8614 or toll free at 1 800 884 0436.

For inquiries from Quebec residents, please call Nicole Legault +1 514 938 3278.

 

After reading our prospectus, please complete and return the applicable form(s) to the following address:

McLean Budden
145 King Street West
25th Floor
Toronto, ON
M5H 1J8

Attention: Mutual Fund Department

Transfer Forms:
Transfer Authorization Form for Registered Accounts
Used for transferring your RRSP or RRIF from another organization to McLean Budden.

Transfer Authorization Form for Non-Registered Accounts
Used for transferring your investment account to McLean Budden.

Additional forms you may require include:
Automated Withdrawal Plan
Change of Address
Change of Beneficiary Designation
Dollar-Cost Averaging
Investortrax Letter of Direction Authorization Form (Mutual Funds)

Investortrax Letter of Direction Authorization Form (Private Wealth Clients)