Robert Mclean, Fea, Cim®, Riac, Mfa-P™ Email & Phone Number

By introducing affluent Canadians and their families, as well as foundations and other not for profit organizations, to CC&L Private Capital’s discretionary wealth management services, I provide a confident approach to guiding my clients towards achieving their long-term financial goals. I have over a decade of experience in the financial services industry with an emphasis on intergenerational wealth transfers, philanthropic legacies and holistic wealth planning. I focus on working closely with high net worth clients, foundations and not-for-profits to help them achieve their unique financial goals. I understand the importance to clients of tailored solutions that complement their unique situations. My knowledge spans a wide range of asset classes, from traditional to alternative, including real estate, infrastructure, private loans, private equity and hedge strategies. Prior to joining CC&L Private Capital, I held roles at RBC Dominion Securities and Richardson Wealth. I graduated from the University of British Columbia with a double focus degree in sciences. I have held the Chartered Investment Manager (CIM) designation since 2014. I am a certified Family Enterprise Advisor (FEA) and help my clients navigate the complex dynamics of families and their associated businesses. As a vocal advocate for socially responsible investing and values-based planning, I am also the holder of the leading Canadian ESG certification of Responsible Investment Advisor (RIAC). Having earned my Master Financial Advisor – Philanthropy (MFA-P) designation, I am passionate about working with clients to identify ways to make meaningful contributions to causes they care about in a strategic way.An active fundraiser for many healthcare and arts charities, I have been especially involved with the BC Cancer Foundation and Leukemia Lymphoma Society of Canada. As a champion for financial literacy, I educate youth on money matters and fiscal responsibility. I sit as treasurer on the boards of directors of the Vancouver International Writers Festival and Adverse Drug Reaction Canada, and was a founding board member of the latter. Born and raised in Vancouver, I enjoy outdoors pursuits, including sailing, rock climbing and cycling. I can also often be found in my back garden, tending to my colony of honeybees with my wife and daughter.

Listed skills include Alternative Investments, Estate Planning, Community Service, Bonds, and 22 others.