MACLEAN WEALTH ADVISORS

Although we're associated with iA Private Wealth, we operate as an independent professional advisory team. We place high value on long-term relationships built on trust and open communication... Ideally, we want "raving lifetime fans" as clients. If, at any time, you are not completely satisfied with our financial guidance and service, we want to make it right with you immediately, or allow you to move to another investment advisor - at no cost to you... Finally, we deliver ongoing investor behaviour coaching to provide you with the patience, discipline, and perspective required to stay the course over time. In a sense, we act as your investing "behavioural counsellors."

Primary location: Kelowna Canada