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

Your Team of Investment Professionals

McLean Budden manages each asset class using a team structure. As such the management and service for any one client portfolio is not dependent upon a single team member.

Our policy of widely distributing equity ownership, combined with the team based approach to both research and decision-making, addresses the issue of succession planning and decreases dependency on any one individual. Historically, in the event of retirement, a new professional has been hired approximately three years prior to the retirement date.

If you would like more information on one of McLean Budden’s investment professionals please click on their name below.

      M. J. (Michael) Bissonnette
      Assistant Vice President
      •    B.Sc. (Honours), McMaster University
      •    Chartered Financial Analyst (CFA)
      •    Canadian Securities Course 
      •    Joined McLean Budden in 2005,

	D. C. B. (David) Davies Vice President •    B.A., University of Western Ontario •    Chartered Financial Analyst (CFA) •    Seven years at RBC Financial Group as       Retail Mutual Fund Sales Representative •    Two years at Royal Trust providing investment       management to individuals and foundations •    Seven years at RBC Private Counsel providing       investment counseling to individuals       and foundations •    Joined McLean Budden in 2003, specializing in      marketing and client service back to top
	S. L. (Sue) Eagleson Vice President •    B.A. (Economics), Wilfrid Laurier University •    Chartered Financial Analyst (CFA) •    Joined McLean Budden in 1994, specializing      in portfolio management, Separately Managed      accounts and client service •    Responsible for the Managed Assets Group back to top
	W. G. (Bill) Healy Vice President •    B. Comm. (Finance), Concordia University •    M. Sc. (Economics), University of London •    Canadian Securities Course •    Chartered Financial Analyst (CFA) •    Two years with RBC Dominion Securities      as a Financial Advisor •    Five years with Talvest Fund Management      progressing to Vice President, Western      Canada •    Two years with Guardian Mutual Funds as      Vice President, Quebec •    Four years with TAL Private Management      as Vice President •    Joined McLean Budden in 2002, specializing in      Private Wealth, Foundations and Endowments      and First Nations •    Product specialist for the Dividend Income       Fund                                                                                 back to top
	D. D. (David) Kilburn Senior Vice President •    B.A., Bishop's University •    Chartered Financial Analyst (CFA) •    Twelve years at National Bank Financial in       product and portfolio management for       individual investors •    Joined McLean Budden in 2007, with overall       responsibility for Private Client activity back to top
	E. J. (Edward) Kwan Vice President •    B.Sc., University of Toronto •    Chartered Financial Analyst (CFA) •    Five years at TD Waterhouse as an investment      representative and branch manager •    Four years at Sceptre Investment Counsel      responsible for the mutual fund area •    Five years at Howson Tattersall Investment      Counsel responsible for marketing and sales      of institutional, private client and mutual fund      products •    Joined McLean Budden in 2001, specializing in      Private Wealth portfolio management and      investment services to First Nations •    Member of the MB SRI team back to top
	A. N. (Alexandre) Legault Vice President •    B.A., Université Laval •    MBA. (Honours, Operations Research),      Université Laval •    Chartered Financial Analyst (CFA) •    Seven years with Sport Prospects as       Director of Finance •    Three years with National Bank Financial first as      Senior Product Analyst and then as Manager      of Business Development •    Joined McLean Budden in 2006, specializing in       Private Client portfolio management, marketing       and client service back to top
	R. V. (Bob) Livingston Senior Vice President •    B.A. (Finance), Queen’s University •    MBA, York University •    Chartered Financial Analyst (CFA) •    Two years with Richardson Greenshields •    Fifteen years at Merrill Lynch Canada as senior      fixed income salesman, institutional equity      salesman and Senior Vice President/Director •    Six years at RBC Dominion Securities as senior      equity sales manager and Vice President •    Joined McLean Budden in 1996 •    Team leader for private client portfolio management      service back to top
	D. (Dave) Mason Vice President •   Canadian Investment Manager, CIM •    Fellow of the Canadian Securities Institute, FCSI •    Investment Advisor (Registered Representative)      1988 ~ 1990 •    Four Years with Royal Trust responsible for      Private Client – Business Development and      Client Service •    Nine years at UBS Global Asset Management      responsible for Western Canada (Institutional      Client Service and Cash Management      Business Development) •    Five years at Legg Mason Canada Inc., responsible      for Western Canada (Institutional Client Service      and Cash Management Business Development) •    Joined McLean Budden in 2009 with responsibility      for portfolio management, marketing and client      service   back to top

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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.