MacLean Investment Group

About MacLean Investment Group

MacLean Investment Group is a family-owned investment services firm located on Wellington Street in downtown London, Ontario. Serving families, young professionals, and business owners in the London area and surrounding communities, the firm provides comprehensive wealth management and financial planning services. The firm offers a wide range of financial services, including retirement planning, tax planning and preparation, and wills and estate planning. Their investment services focus on building diverse, balanced portfolios using pension-style asset classes and low-correlation investment products designed to weather market fluctuations. Additionally, they provide extensive insurance solutions. Personal coverage options include term life, whole life, disability, critical illness, and travel insurance. For business owners, they offer liability, key person, and overhead expense insurance. MacLean Investment Group distinguishes itself through a commitment to high-quality service and care, backed by over 50 years of combined experience. The firm is led by Managing Partners Josh MacLean, CFP, RIS, and Jim MacLean, CLU, ChFC, CFP. They describe themselves as an independent wealth management firm that works with leading financial services providers to ensure clients receive the best products for their needs. Their solutions are powered by Designed Securities Ltd., a leader in the financial planning industry. Clients can schedule a consultation to begin planning for various milestones, such as saving for a first home, building a college fund, or starting a business. The firm offers both virtual and in-person meetings to help clients establish a financial path toward their goals.