CWB McLean & Partners Wealth Management Ltd. offers a broad spectrum of global solutions to provide clients with customized portfolio solutions and asset allocations best suited to their unique goals and objectives.
A diversified portfolio of Global Equity and Fixed Income securities that delivers long-term capital growth, with moderate volatility, and a regular monthly distribution.LEARN MORE
- Multiple asset classes
- Regular monthly income
- Available in USD and CAD
- Highly diversified and moderate equity exposure
Invest in a diversified portfolio of equities domiciled outside of North America in order to deliver long-term capital appreciation.LEARN MORE
- Investments outside of North America
- Focused in a maximum of 55 companies
- Available in USD or CAD
- Dividend growth & equity growth companies
Customized portfolio solution that is tailored to each client's unique needs and objectives.LEARN MORE
- Direct ownership of stocks, bonds, and preferred shares
- Provides enhanced customization
- Enables transfers “in-kind”
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AT CWB MCLEAN & PARTNERS WEALTH MANAGEMENT LTD, WE'RE INVESTED IN YOUR FUTURE.
We're here to act as a sounding board for you on whatever you may need. Whatever your question is, we will ensure we find the right answer for you. Contact us to speak to one of our advisors, sign up to receive exclusive insights, or attend a future event.