Rob Wright - The McLean Financial Group - ScotiaMcLeod

About Rob Wright - The McLean Financial Group - ScotiaMcLeod

Rob Wright - The McLean Financial Group - ScotiaMcLeod is an investment services firm located in the Downtown area of London, Ontario, on Queens Avenue. The business serves individuals, families, and corporations, offering personalized guidance and wealth management strategies designed to meet long-term goals. The firm provides comprehensive investment management, financial planning, and wealth strategies through what they call a Total Wealth Plan. Their investment strategy focuses on reliable, dividend-focused holdings that are regularly monitored and re-evaluated. Beyond investments, they offer services including estate planning, tax strategies, and insurance to protect and preserve family legacies. They also provide specialized solutions for women, business advisory services, and access to capital for high-net-worth families. To provide a full range of services, the team partners with specialists such as Private Bankers, Will and Estate Planners, Insurance Consultants, and Commercial Lenders. The team at the firm brings over 100 years of combined experience. Key professionals include Rob Wright, a Senior Wealth Advisor who holds Certified Financial Planner (CFP) and Chartered Investment Manager (CIM) designations; Jeff Petrie, a Senior Wealth Advisor and Portfolio Manager; Jackie Moore, a Senior Wealth Advisor and Portfolio Manager; and Rod McLean, a Senior Wealth Advisor and Portfolio Manager. Steve Martin serves as the Private Banking Director and Team Lead, specializing in credit strategy and access to capital. The group describes its approach as being relationship-driven, focusing on understanding the unique circumstances and lifestyle goals of each client to provide a customized roadmap for financial security.