Financial Planning for Professionals
Let the team at MacLean Investment Group help you navigate your financial future so you can get more out of life.
Build a Path to Success
You work hard for your money as a single professional, and your money should work just as hard for you. At MacLean Investment Group, we can help you create a solid financial plan to save for big purchases, prepare for retirement and protect yourself from unforeseen events.
Contact us if you are ready to create a plan for a bright financial future.
Comprehensive Financial Solutions for Young Professionals
Find all the financial planning services you need in one place. We Offer:
Investment and Portfolio Management
Navigating investments doesn’t have to be overwhelming. We can help you create a portfolio that will weather any economy.
Pension and Retirement Planning
Enjoy your retirement your way when you invest your money wisely. We’ll show you how.
Life Insurance Policies
Life insurance policies are a smart addition to your portfolio and can act as an investment later in life.
Disability and Critical Illness Insurance
Protect yourself from unforeseen events so that they don’t derail your future. We can help make sure you are covered.
How Our Financial Planning Services Work
Step 1: Getting Started
Contact us today to request a consultation. We will review your current financial plan and your assets.
Step 2: Create a Plan
Once we know your goals, we will identify the best financial products and insurance plans for your situation.
Step 3: Reach Your Goals
With a robust financial plan, you can set yourself up for success and reach all your dreams. Contact us today to begin.
Brent Patroch2022-08-05Josh 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 Henry2022-08-04Great 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 Prangley2020-10-28I 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 Otto2018-07-03
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Invest in Your Future Today
Are you a young professional that is ready to protect your future? Contact our financial professionals in London, ON, today to schedule a consultation.
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