Financial Planning for Families | Maclean Investment Group

Give Your Family the Bright Future They Deserve

You want to make sure that your family can enjoy everything in life. At MacLean Investment Group, we can help you protect your family from unforeseen events and leave a lasting legacy. If you are ready to set your family up for financial freedom, contact us today to get started.

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Full-Service Financial Planning for Families in Ontario

Planning finances for your family can feel overwhelming, but we are here for you. See what we offer.

Term and Whole Life Insurance

Life insurance is the best way to protect your family’s financial future if something happens to you. Certain policies even gain cash value that can be used later in life.

Learn about Insurance Solutions

Disability and Critical Illness Insurance

Disability and critical illness insurance allow you to cover your expenses even if you are injured and unable to work. We can help you find a plan that fits your budget.

Learn about Insurance Solutions

Investment and Financial Planning

Investing wisely is the best way to save for large expenses like a new home or college. We can help you choose investments that are right for you.

Learn about Investment and Financial Planning

Will and Estate Planning

See that your final wishes are honoured when you choose our will and estate planning services. We’ll make sure your money is allocated properly.

Learn about Estate Planning

How Our Family Financial Planning Services in Ontario Work

Step 1: Assess Your Needs

During our initial consultation, we will get to know you and learn more about your goals.

Step 2: Make a Plan

Once we have reviewed your assets and current savings, we will customize a strategy to your exact needs.

Step 3: Protect Your Family

When you have the right financial plan, you can feel confident knowing that your family can weather any storm. Contact us today to begin.

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   Brent Patroch 
 
 
 
 Trustindex verifies that the original source of the review is Google. 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 
 
 
 
 Trustindex verifies that the original source of the review is Google. 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 
 
 
 
 Trustindex verifies that the original source of the review is Google. 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 
 
 
 
 Trustindex verifies that the original source of the review is Google.

Are you a client of MacLean Investment Group? We would like to hear from you. Write us a review on Google.

Let’s Invest in Your Family’s Future

Are you ready to make sure that your family has a solid financial foundation for life? Contact us today to schedule a consultation for family financial planning in London, ON.

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Expert Financial Planning for Families in London, Ontario