Investment solutions tailored to your reality
McLean Capital offers a comprehensive range of portfolio management services, designed to meet your financial goals with transparency and rigor.
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McLean Capital offers a comprehensive range of portfolio management services, designed to meet your financial goals with transparency and rigor.
Contact Us
Your money, managed in Canada.
We offer four types of portfolios to meet the diverse needs of our clients, from the most conservative to the most dynamic.
A diversified portfolio combining equities and bonds to provide a balance between growth and stability. Ideal for investors seeking reasonable returns with moderate volatility.
A portfolio entirely composed of quality stocks, selected according to our investment philosophy. Designed for investors with a long-term horizon.
A portfolio focused on stability with guaranteed investments.
The traditional portfolio re-created using index funds. A standard diversified approach but without all the fees.
Unlike the vast majority of the investment industry, we offer investment funds entirely managed in-house by our team. Your money is therefore truly managed in Canada and not by the large American management firms (Fidelity, BlackRock, etc.) This also allows us to substantially reduce our clients' fees.
Each of our funds is actively managed by our team of analysts and portfolio managers, with a disciplined and rigorous approach.
Our flagship fund, composed primarily of North American stocks selected according to our investment philosophy inspired by Warren Buffett. Annualized return of 14% since inception 14 years ago.
A fund based on our proprietary Diamant index, which uses rigorous selection criteria applied to S&P 500 and S&P/TSX securities. Available to our clients since 2024.
A fund focused on capital preservation and stable income. Available to clients who have investments in the McLean Capital Fund or the Diamant Fund.
Our fees are among the lowest in the industry. Unlike large institutions, we display all our fees transparently.
| Type | McLean Capital | Industry | Savings |
|---|---|---|---|
| Balanced | 0.7% | 1.5% | 0.8% |
| 100% Equity | 1.0% | 2.0% | 1.0% |
| Guaranteed | 0.2% | 0.8% | 0.6% |
| Traditional | 0.2% | 1.5% | 1.3% |
| Type | McLean Capital | Industry | Savings |
|---|---|---|---|
| Balanced | $3,500 | $7,500 | $4,000 |
| 100% Equity | $5,000 | $10,000 | $5,000 |
| Guaranteed | $1,000 | $4,000 | $3,000 |
| Traditional | $1,000 | $7,500 | $6,500 |
* Relative management fees decrease with portfolio size. Data is on an annual basis. Industry fees are based on a large amalgamation of portfolio statements from various financial institutions and public data. Fees charged by our partners represent between 0.1% and 0.2% per year of assets under management.
As portfolio managers regulated by the AMF, we are not required to invest your money in mutual funds that charge you additional fees. It is important to consider management fees when managing your wealth, as they can have a significant impact on returns.
Our clients' objectives are aligned with ours: the fee structure includes a performance incentive and all McLean Capital team members are invested in the Equity Fund.
For more details, contact us.
Opening an account with McLean Capital is simple and fast. We take care of everything, including transfers from your current institutions.
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Discovery meeting
Account opening