Looking for a financial advisor in Laval to take charge of your investments? McLean Capital is a portfolio manager registered with the Autorité des marchés financiers, with an office on Le Corbusier Boulevard in Sainte-Rose. We manage your investments directly — and we answer your calls.
The two terms do not mean the same thing. "Financial advisor" is the expression the public uses in everyday language, while professional titles in Quebec are regulated by the Autorité des marchés financiers.
McLean Capital has been registered with the AMF as a portfolio manager and derivatives portfolio manager since March 2015. In practice, we do not simply recommend investments: we manage them for you, in an account opened in your name, with the obligation to act in your interest.
If you are looking for someone to manage your portfolio, you are in the right place. If you are looking for life insurance or a financial planner instead, tell us — we will point you to the right resource.
Our office is at 4020 Le Corbusier Boulevard, in Laval.
Quebec · Ontario · British-Columbia
McLean Capital Inc.
4020 Le Corbusier Blvd., Suite 200
Laval (Quebec) H7L 5R2
Phone450-937-4761
A portfolio manager registered with the AMF can manage your investments on a discretionary basis — making the buy and sell decisions for you, within the mandate you agree on — and has the obligation to act in your interest. "Financial advisor" is a general expression in everyday language that can cover several different titles, some of which are limited to selling products.
Yes. McLean Capital has been registered with the Autorité des marchés financiers as a portfolio manager and derivatives portfolio manager since March 2015. Our financial statements have been audited since 2015.
At 4020 Le Corbusier Blvd., Suite 200, Laval, Quebec H7L 5R2, in the Sainte-Rose district near Highway 440. Meetings are by appointment: call us at 450-937-4761.
Our management fees range from 0.2% to 1.0% per year depending on the type of mandate, and they decrease as the portfolio grows. The industry typically charges 0.8% to 2.0% for comparable mandates. Full details are on our Our Services page.
Yes. Your assets are held in an account opened in your name at a federally chartered bank, and you have online access to it. McLean Capital holds a limited power of attorney that allows it to make investments, and can never withdraw your funds.
Yes, our team serves clients in both English and French. This page is also available in French: Conseiller financier à Laval.
The first meeting is about understanding your situation. You leave with a clear picture of your investments, whether or not you become a client.
You call us or fill out the form. We agree on a time that works for you.
We analyze your current investments: actual fees, returns obtained, portfolio quality.
We present our findings and, if you wish, a management proposal.