Helping Clients Achieve Their Financial Goals Through Exceptional Financial Planning Services.
Based in London, Ontario, MacLean Investment Group is a family-owned firm with over 50 years of combined experience in the financial services industry.
Committed to delivering the highest quality of service and care, our CFP® certified advisors work closely with clients to ensure they achieve their financial dreams.
Financial Planner
Josh is committed to delivering unique solutions for his clients. He strives to establish a strong bond with his clients based on trust. Josh provides a comprehensive approach to tax preparation, will preparation, and financial planning.
Financial Planner
Jim helps his clients achieve their financial goals and objectives while planning for the future. He tailors his solutions and advice to fit what his clients want to accomplish in their lives. Jim provides his clients with a high level of service and expertise.
At MacLean Investment Group, we offer our clients unparalleled services. We strive to have a diverse and friendly workplace for our employees.
Our goal is to ensure you and your family are financially stable. We want you to meet your financial goals while preparing for any scenario.
Great service by Josh. He goes above and beyond. Always follows up and keeps me informed. And he helped me to be clear on all my options. Will definitely be using MacLean Investment for expanding my portfolio further.
Nadiesha Henry
I have dealt with Josh and his father for years and they have both made the investing process easy and seamless. My wife and I recently updated our life insurance and Josh laid everything out for us and was available anytime we had questions.
Mike Prangley
Are you a client of MacLean Investment Group? We would like to hear from you. Write us a review on Google.
MacLean Investment Group has partnered with Designed Securities Ltd..Designed Securities Ltd. is a leader in the financial planning industry and allows us to offer unique pension-style assets to our portfolios. As a result, we provide our clients with a holistic approach to financial planning.
Our CFP® certified advisors at MacLean Investment Group are here to help. Contact us today to learn how we can help you manage your finances.
Get in touch to start building your portfolio today.
Get Started TodayWould you like a virtual or in-person meeting with one of our trusted advisors? You can request an appointment below or give us a call for immediate assistance.