Josh Maclean, Cfp, Ris Email and Phone Number
Josh Maclean, Cfp, Ris work email
- Valid
- Valid
Josh Maclean, Cfp, Ris personal email
Josh Maclean, Cfp, Ris phone numbers
As a new father to a young son and daughter, my success lies in my ability to truly understand families in the accumulation phase of life with many priorities that require financial attention. My honest and educative approach helps to establish trust and a strong bond with my clients that allow us to move through life’s stages together – changing and iterating solutions along the way and creating a shared vision for your wealth. MacLean Investment Group is a family owned firm with over 35 years of combined experience. Our high degree of service and care that we dedicate to our clients is what differentiates us from other firms in London, Ontario. In addition, as Senior Financial Planner at Optimize Wealth, we offer robust Financial Planning to help with all of life's events. We also offer a variety of insurance products, including life and disability insurance, to protect you, your family, and your business. Let us manage the risk, while you focus on the important stuff.We will be with you through all of life’s milestones from your first job, your first child, to your first day of retirement.
Designed Wealth Management
View-
Certified Financial PlannerDesigned Wealth Management Mar 2024 - Present633 Wellington St. London, On. N6A 3R8
-
Managing PartnerMaclean Investment Group Apr 2012 - Present633 Wellington St. London, On. N6A 3R8MacLean Investment Group solely provides insurance solutions. -
Wealth PlannerOptimize Wealth Management May 2022 - Apr 2024633 Wellington St. London, On. N6A 3R8At Optimize, I assist my clients with their financial planning needs while at the same time acting as their main point of contact for any of their client relationship needs, including by ensuring that all investment advice is provided to clients by a Licensed Optimize Representative (Associate Advising Representative or Advising Representative). Together, we look forward to working with you to Set Your Goals and Make Them Happen. -
Investment AdvisorInvestment Planning Counsel Feb 2015 - May 2022465 Waterloo St. London, On. N6B 2P4 -
Investment AdvisorYourcfo Advisory Group Inc. Jun 2012 - Feb 2015478 Waterloo St. London, On. N6B 2P6
-
RepresentativeWorldsource Financial Management Jan 2010 - Apr 2012478 Waterloo St. London On. N6B 2P6
Josh Maclean, Cfp, Ris Skills
Frequently Asked Questions about Josh Maclean, Cfp, Ris
What company does Josh Maclean, Cfp, Ris work for?
Josh Maclean, Cfp, Ris works for Designed Wealth Management
What is Josh Maclean, Cfp, Ris's role at the current company?
Josh Maclean, Cfp, Ris's current role is Certified Financial Planner & Managing Partner at MacLean Investment Group.
What is Josh Maclean, Cfp, Ris's email address?
Josh Maclean, Cfp, Ris's email address is jo****@****ney.com
What is Josh Maclean, Cfp, Ris's direct phone number?
Josh Maclean, Cfp, Ris's direct phone number is +151963*****
What skills is Josh Maclean, Cfp, Ris known for?
Josh Maclean, Cfp, Ris has skills like Financial Planners, Investments, Wealth Management, Investment Advisory, Investment Strategies, Mutual Funds, Securities, Strategic Planning, Life Insurance, Social Media, Retirement Planning, Etfs.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial