Mitchell McLean

Portfolio Manager and Financial Planner @Mandeville Private Client Inc

Portfolio Management - The largest and most successful institutional investors in the world (i.e, Canada Pension Plan (CPP) and the Yale Endowment Fund) as well as the world’s wealthiest families create true lasting wealth by investing in a mix of both public and private investments. Our goal is to democratize these private investment opportunities for wealth creation, and where appropriate, provide our clients with the same investment techniques used by ultra high net worth and institutional investors. Financial Planning - At Mitch McLean Wealth Creation we help you find your Magic Retirement Number. Everyone has their own Magic Retirement Number, a walk away number, where you decide if you go to work or spend more time pursuing other interests. We begin with your goals, and then determine what amount of savings is required for you to achieve your goals. Once we know your current situation well, we also present financial strategies that can help you along the way. We give clients a roadmap to reach their Magic Retirement Number. As life unfolds and needs change, we continue to evaluate and determine if your number needs to be adjusted to keep you on track and maintain your financial freedom.