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Mitch McLean CFP, Financial and Investment Advisor
Des conseils clairs pour l'investissement et la retraite à Ottawa.
5(5 avis)
Comptable
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Des conseils clairs pour l'investissement et la retraite à Ottawa.
Basé à Ottawa, au 1565 Carling Ave, Mitch McLean CFP, Financial and Investment Advisor offre des conseils financiers et d'investissement clairs et axés sur le client. Les clients louent ses connaissances approfondies, sa réactivité et ses explications patientes, avec des stratégies adaptées pour atteindre les objectifs financiers et la retraite. Fiable pour un soutien constant face aux fluctuations du marché et pour une planification à long terme.
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Établissement d'objectifs financiers complets et élaboration de stratégies pour la retraite, l'épargne et la constitution de patrimoine.
Gestion personnalisée de portefeuille d'investissements et stratégies visant à optimiser les rendements et à gérer les risques.
Des plans personnalisés pour assurer la sécurité financière et l'indépendance pendant les années de retraite.
Des services de conseil destinés aux propriétaires d'entreprises pour aligner les stratégies financières sur les objectifs de l'entreprise.
Première consultation pour discuter de vos besoins financiers et déterminer l'adéquation avec les services proposés.
We’re very happy with the financial services from Mitch at Mandeville since working with him for the last couple years. Given the chaotic and unstable US economy caused by one single person (and his chosen unprofessional team members), I was concerned and asked Mitch for a recent meeting on the approach to deal with this challenge. After this meeting, we feel re-assured to stay the course with various strategies to steer through this rough waters, as this too will pass! Thanks for doing a great job, Mitch!
Mitch was great to talk to to get clarity on our business goals. While we're not a fit for his services just yet, I'm excited to work with him in the future after our endeavors start to take off. I love that he offered a free consultation and, very honestly, answered our questions to the best of his knowledge. If you're looking for an excellent Financial advisor for investment strategies and beyond in Canada, Mitch is your guy!
We have been working with Mitch for the last 2+ years and our biggest regret is not starting sooner. Mitch is not only extremely knowledgeable, but he is also very talented at what he does. He always does what is best for your financial situation without you needing to ask. Thanks to Mitch we are on track to meet our financial goals to be able to retire and have financial freedom. If you are looking for help with investments, you will not be better served with anyone else. We could not recommend Mitch more!
Mitch and his team have been amazing! Professional, deeply knowledgeable, highly responsive! I am new to the investment world and he and his team have been incredibly patient, explaining every term and every option until I understand. I entirely trust them to support my financial goals and future .. and I’m so very grateful to have them on my side :)
I’ve been working with Mitch for quite a few years now and I only have positive things to say about him. Not only has he helped me achieve many financial goals already, he is so knowledgeable, quick to respond to any concerns I have and overall great to work with. I highly recommend him!
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