Ev McLean

Senior Financial Consultant @IG Wealth Management

Toronto, ON, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Mar 2009 — Present

Senior Financial Consultant @IG Wealth Management

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CA

With a complicated and ever changing financial landscape, it is essential to have the right advice from someone you can trust. Our team brings over 30 years of experience in the financial planning industry and is committed to helping you build, maintain and preserve intergenerational wealth. We are supported by a team of professionals knowledgeable in securities, tax planning, insurance and estate planning. It is our mission to provide exceptional face-to-face service to each client, providing recommendations in the areas of tax minimization strategy, risk management, investment, retirement, and estate planning. By developing a relationship and performing an in-depth analysis, we discover what’s important to you. We will then provide a plan to help you achieve your unique goals. With the right advice, financial peace of mind is absolutely attainable.

EDUCATION

N/A

CFA Institute

C.F.A. Charterholder

SKILLS

Retirement PlanningFinancial ServicesDebt ManagementInvestmentsWealth ManagementHigh Net Worth IndividualsRisk ManagementResidential MortgagesAsset AllocationCash ManagementInsuranceEstate PlanningSmall Business Financial ManagementMortgage Planning

ABOUT EV MCLEAN

Financial advisor, focusing on wealth creation for Canadians with Investors Group.

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Ev McLean — Senior Financial Consultant at IG Wealth Management in Toronto, ON, CA | Unifers