Financial Planning for Professionals | Maclean Investment Group

Manage Your Personal and Business Finances With Our Help

At MacLean Investment Group, we understand you have a lot on your plate as a business owner. You have more risk and responsibility in running a business. You need to protect yourself and your family from business hardships.

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Effective Strategies to Manage Your Business

Investment and Planning

Increase your income with a strong investment strategy. Whatever your personal or career goals are, we’ll help you effectively plan for all your investments.

Learn about Investment and Planning Services

Investment and Portfolio Management

Our experts will work with you to create an investment portfolio based on your priorities. We’ll help you lower your risks by investing in multiple assets.

Learn about Pension and Retirement Planning

Insurance Solutions

As a small business owner, it’s essential to have insurance policies in place to cover yourself, your employees, and your customers. From disability to life insurance, we’ll explore your options.

Learn about Insurance Solutions

Tax Planning and Preparation

Preparing and filing taxes as a small business owner can be overwhelming. In addition to figuring out your personal taxes, you have your business to consider. Our investment exports will consult with your tax specialist to help reduce the amount of taxes you pay on your investments.

Learn about Tax Planning and Prep

    
 
 
        
   Brent Patroch 
 2022-08-05
 
 
  Josh and his team have been excellent to work with.  Over the past few years with them, I have received great advice and frequent updates and recommendations on diversifying my portfolio.  Have recommended Josh to several people already.
  
 
       
   Nadiesha Henry 
 2022-08-04
 
 
  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.
  
 
       
   Mike Prangley 
 2020-10-28
 
 
  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.
  
 
       
   Riley Otto 
 2018-07-03

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Why Partner With MacLean Investment Group?

Our goal at MacLean Investment Group is to provide our clients with expert financial planning advice for every stage in their lives. Whether you’ve been in business for years or are just getting started, it’s essential to be prepared. Our financial advisors will ensure you make your money work for you.

Protect Yourself and Your Business With the Help of MacLean Investment Group

The financial experts at MacLean Investment Group are here to ensure the success of your business. Contact us today to learn more about our small business financial planning services.

Financial Planning Services for Business Owners in London, Ontario