Company Overview

Since opening our doors in 1947, McLean Budden has grown to become one of Canada’s most respected investment management companies. From offices in Toronto, Montréal, Vancouver and Chicago, we manage over $35 billion of pension, foundation and mutual fund assets, as well as personal wealth.

We take a team approach to investing, which allows our clients to take advantage of the collective strength of our various investment managers and analysts. We create separate teams that are comprised of three to seven individuals who build model portfolios for asset mix, Canadian equities (growth, value and core), global equities (growth, value and core), U.S. equities, EAFE (Europe, Australasia and Far East) equities and fixed income.

However, no team is ever complete without you, the client, as the decisions of each of our teams are implemented according to your investment objectives. This is why our portfolio managers stress the importance of regular meetings with you, so that we are constantly aware of all of your requirements and wishes.

McLean Budden’s success is based in large part on an entrepreneurial team culture.  As owner-managers, we focus on running the business with a long term view and are strongly incented to maintain superior investment research, establish long-run succession planning, facilitate steady growth, and uphold the highest service standards.  On a long-term basis, management owns 40% of the firm, with share ownership currently spread among 60 partners, and Sun Life Financial Corp. owning the balance. The McLean Budden team consists of over 110 employees,  including 46 portfolio managers of whom 18 are research analysts.

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Contact Us

For all general inquiries, please contact us any time at

+1 773 866 9210

connect@mcleanbudden.com

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

 

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The information contained in this site has been compiled with considerable care to ensure its accuracy at the date of publication. However, no representation or warranty, express or implied, is made to its accuracy or completeness. Nothing in this information or elsewhere in this website shall exclude, limit or restrict our duties and liabilities to you under the Securities Act (Ontario) or any related regulations, rules, instruments or any conduct of business rules which we are bound to comply with.

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Persons resident in countries other than Canada should consult with their professional advisers as to whether they require any governmental or other consents in order to enable them to invest in any product described in the following pages.

McLean Budden is registered with the Ontario Securities Commission in Canada and the SEC in the United States.