• Service Schedule
• Investment Philosophy
• Investment Professionals
• Investment Process

Where You Want To Go

Here at McLean Budden, we have always been of the opinion that trust is not given; it is earned. This is why, for the past 6 decades, we have done everything possible to ensure that all of our clients’ needs, objectives, and concerns are met. 

Our first goal is our clients’ goals, and that is reflected in our thorough, client-focused approach to portfolio management:

• Clients are assigned a team of two portfolio managers – to provide ongoing counselling and servicing, and to facilitate the transition of assets
   
• Offices in Toronto, Montréal and Vancouver ensure that portfolio managers and administrative staff provide a high level of service through regular meetings with clients
   
• Our portfolio managers undertake a thorough discovery process to ensure a sound understanding of each client’s overall financial objectives, needs, concerns and preferences, as well as estate and philanthropic goals
   
• Since every client’s combination of needs and wants is as unique as their signature, McLean Budden crafts an Investment Policy Statement (IPS) – the basis of any dependable counsellor/client relationship – that explicitly states goals and objectives, portfolio guidelines and any special considerations which may govern the mandate
   
• Portfolio managers are experienced in incorporating tax efficient investment strategies and we always welcome cooperation with legal, tax planning and trust/estate specialists
   
• We provide regular, comprehensive reports to clients detailing their portfolio’s holdings and transactions
   
• Review meetings at reasonable intervals provide a forum for discussing performance and expectations, as well as any personal changes that should be reflected in the policy, management or structure of the portfolio
   
• McLean Budden is committed to providing you with clear disclosure regarding our organization. This process includes registrations with all appropriate authorities, our internal controls, the third-party verification provided by our external auditors, and the clarity and comfort provided by an independent custodian to hold your assets. Our Executive Summary outlines our Code of Business Conduct to which every McLean Budden employee must adhere.
   

Answering your needs and keeping you well informed – it’s what you have come to expect.  So it’s what we deliver, day after day. To find out additional information, contact us today.
 

Print This Page    Email This Page   

Contact Us

For all general inquiries, please contact us any time at

+1 416 862 9800

privatewealth@mcleanbudden.com

If you would like to contact a particular office or individual, please click here.