Cameron McLean

Senior Wealth Advisor @Bmo Nesbitt Burns

Vancouver, BC, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Feb 2009 — Present

Senior Wealth Advisor @Bmo Nesbitt Burns

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Provide broad strategic financial, retirement and estate planning.• Experienced in helping clients with complex situations with a specialization on Professionals and self employed.• Combining work experience with high level of education to provide custom tailored, coordinated, integrated and practical solutions.• Recognized as a leading practice for Wealth Advisory services and Managed Investment solutions.

EDUCATION

2004 — 2008

Haskayne School of Business

Bachelor of Commerce (B. Comm.)

SKILLS

Multi-Generational Wealth TransferInvestment StrategiesSeparately Managed AccountsInvestment ManagementTerm Life InsuranceTax EfficiencyWealthDisability InsuranceEtfsRetirementStrategic Financial PlanningEstate PlanningFinancial PlanningRrspUnified Managed AccountsWealth Management ServicesWealth Accumulation StrategiesWealth Preservation PlanningWealth ManagementInvestment AdvisoryMutual FundsAsset AllocationLooking at the Big PictureInvestmentsFixed IncomeEquitiesTfsaCritical Illness InsuranceHolistic Financial PlanningSocially Responsible InvestingPermanent Life Insurance

ABOUT CAMERON MCLEAN

Cameron is a Senior Wealth Advisor with McLean Harland Wealth Management at BMO Nesbitt Burns. Cameron tailors Financial Planning & Managed Investment solutions that carefully considers the unique needs of each client. Cameron joined BMO Nesbitt Burns in 2009 based on their philosophy of viewing Investment Management as part of a larger, holistic context. Cameron has a Finance degree from the Haskayne School of Business, University of Calgary. Before joining BMO he worked in Commercial Banking with HSBC Canada. Cameron has been recognized as a leader with financial planning and implementation of investment strategies. Cameron lives in Vancouver with his wife Katrina and their two daughters Berlin and Isla. For disclaimer details, please click here:

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Cameron McLean — Senior Wealth Advisor at Bmo Nesbitt Burns in Vancouver, BC, CA | Unifers