McLean and Partners Wealth Management – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Wed, 30 Oct 2019 06:02:56 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png McLean and Partners Wealth Management – Investment Executive https://www.investmentexecutive.com 32 32 IIROC approves CWB’s stake in McLean & Partners https://www.investmentexecutive.com/news/industry-news/iiroc-approves-cwbs-stake-in-mclean-partners/ Fri, 24 May 2013 16:00:00 +0000 https://www.investmentexecutive.com/uncategorized/iiroc-approves-cwbs-stake-in-mclean-partners/ McLean management retains 45% of the firm

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]]> CWB acquires McLean & Partners https://www.investmentexecutive.com/news/industry-news/cwb-acquires-mclean-partners/ Wed, 24 Apr 2013 14:15:00 +0000 https://www.investmentexecutive.com/uncategorized/cwb-acquires-mclean-partners/ Canadian Western Bank signs agreement to purchase 55% of investment management firm

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]]> Firm turns focus to risk management https://www.investmentexecutive.com/newspaper_/news-newspaper/firm-turns-focus-to-risk-management/ Mon, 05 Mar 2012 17:45:00 +0000 https://www.investmentexecutive.com/uncategorized/firm-turns-focus-to-risk-management/ Calgary-based investment-counselling firm McLean & Partners Wealth Management Ltd. has adjusted its business model since the 2008 financial crisis to assuage its high net-worth clientele. Risk management now factors highly in the firm’s focus on global investing. To oversee that focus, the firm recently appointed a new chief investment officer, Jamie Robertson. (See “People Briefs” […]

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]]> McLean & Partners names new CIO https://www.investmentexecutive.com/news/people/mclean-partners-names-new-cio/ Thu, 16 Feb 2012 20:10:00 +0000 https://www.investmentexecutive.com/uncategorized/mclean-partners-names-new-cio/ Jamie Robertson has a successful track record of leading research teams

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]]> McLean & Partners awards pooled fund outsourcing mandate to CIBC Mellon https://www.investmentexecutive.com/news/industry-news/mclean-partners-awards-pooled-fund-outsourcing-mandate-to-cibc-mellon/ Mon, 05 Nov 2007 18:50:00 +0000 https://www.investmentexecutive.com/uncategorized/mclean-partners-awards-pooled-fund-outsourcing-mandate-to-cibc-mellon/ CIBC Mellon Global Securities Services Company today announced its appointment by McLean & Partners Wealth Management Ltd. to act as the company’s asset servicing provider for three new private global pooled funds.“The creation of our private investment pools is an integral step in serving the needs of the high net worth, private client market. The […]

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]]> McLean & Partners introduces global private investment pools https://www.investmentexecutive.com/news/products/mclean-partners-introduces-global-private-investment-pools/ Mon, 04 Jun 2007 14:15:00 +0000 https://www.investmentexecutive.com/uncategorized/mclean-partners-introduces-global-private-investment-pools/ Private pools complement firm’s seg fund business

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