facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog external search brokercheck brokercheck Play Pause

IT IS POSSIBLE.

Let us help you achieve your financial goals.


Contact us today

Helping you achieve financial freedom

When it comes to your financial future, the decisions you make today can change the course of your life.


Choosing the right financial strategy, considering long-term care, preparing for retirement and navigating these complex matters can quickly become overwhelming.  Our process provides you with easy-to-understand recommendations so you can make financial decisions with confidence - and we will help you implement them every step of the way.


Meet Jamie

We pride ourselves in offering sound, honest, financial advice based on education, knowledge and experience.

Learn more about us


Services &
Solutions

Whatever your stage in life, we can help you feel financially assured with a variety of financial products and services to meet your specific needs.

See how we can help


Client
Resources

Your financial life doesn’t have to be complicated. Bookmark this helpful page for your one-stop-shop for your financial tools and Resources.

Check out our resources





“I was taught to strive not because there were any guarantees of success but because the act of striving is in itself the only way to keep faith with life.”

Madeleine Albright

Contact us today to get started




Our Latest Insights & Articles

Read more articles

No Posts Found


Expert financial advice

you can trust.

Commitment to Value

Our actions are driven by trust, reliability, empathy, prudence, and innovation. We are committed to contributing positively to the quality of our clients’ lives, and their financial future. With respect and confidentiality, we will give priority to your goals and concerns and work exclusively for your benefit.


Contact us today to get started



Jamie McLean

Investment Fund Advisor, Manulife Wealth Inc.

Life Insurance Agent, Manulife Wealth Insurance Services Inc.

Every client has a unique situation. With over 18 years of experience in the financial services industry, Jamie prides himself in working closely with his clients to help achieve their financial goals with tailored solutions and ongoing support. When not in the office Jamie can be found enjoying the outdoors skiing, cycling, camping or at the field coaching his kids’ sports team.


Jamie McLean Photo

Jamie McLean

Read Bio

INVESTMENT FUND ADVISOR, Manulife Wealth Inc. INVESTMENT SERVICES INC
LIFE INSURANCE ADVISOR, Manulife Wealth Insurance Services Inc.

Phone: 604-560-8438
Mobile: 604-833-8852
Email: jamie.mclean@manulifewealth.ca


6-step Financial Strategy Process


STEP 1: Establishing and defining the client-advisor relationship

We explain or document the services to be provided and define the responsibilities along with the responsibilities of the client. The advisor and client should agree on how long the relationship will last and on how decisions will be made.

STEP 2: Gathering client data and determining goals and expectations

We will asks about your financial situation, personal and financial goals and attitude about risk. We then gather all necessary documents at this stage before giving you any sound advice.

STEP 3: Analyzing and evaluating the client's financial status

We analyze the information to assess your current situation to determine what must be done to achieve your goals. Depending on the services requested, this assessment could include analyzing your assets, liabilities and cash flow, current insurance coverage, investments or tax strategies.

STEP 4: Developing and presenting the financial strategy recommendations and/or alternatives

We will offer educated recommendations that address your goals, based on the information you have provided. We review our professional recommendations with you to allow you to make the best informed decisions. We listen to your concerns and considerations, and revise our recommendations as appropriate.

STEP 5: Implementing the financial strategy recommendations

We work with you to agree upon how each recommendation should be carried out. Together, we may choose to have us carry out the recommendations for you or serve as a "coach", coordinating the process with you and other professionals such as attorneys or stockbrokers.

STEP 6: Monitoring the financial strategy recommendations

Together we will agree upon who, and how, we will monitor your progress towards your financial goals. We report to you periodically to review the financial situation and adjust any recommendations as needed. As our client, we will always keep you informed and knowledgeable when it comes to your financial strategy and situation.

Services & Solutions

It all starts with a plan.

The Value of Advice

Your financial world is constantly changing and understanding how or if it affects you can be overwhelming. That’s why the value of financial advice is more important now than ever before. We aim to help simplify your goals, giving you added confidence in your financial decisions – now and in the future.


Investment Solutions

Investment Solutions

Whether you’re investing for the first time, saving for the future or embarking on retirement, we can help you enjoy today while you prepare for tomorrow. Save, invest and grow your wealth with strategies based on your unique priorities. We can provide educated advice and expertise in solutions such as:

  • Registered retirement plans (RRSP, RRIF)
  • Locked-in retirement account (LIRA)
  • Registered education savings plan (RESP)
  • Tax-free savings account (TFSA)
Insurance Solutions

Insurance Solutions

It’s not what we have in life, but who we have that matters. With the right Insurance solutions, you can protect the people you care about most with easy-to-understand options that offer peace of mind. We can provide educated advice and expertise for solutions tailored to your needs. Some of which include:

  • Travel, Life and Health insurance
  • Disability and Critical illness protection
Planning for Retirement

Planning for Retirement

To enjoy your retirement, you’ll need a steady source of income and a plan uniquely tailored to you. We'll help you understand where your money will come from and when you’ll be able to access it, so you can gain confidence in the potential to grow your future income stream. Whether your focus is travel, leisure, or reaching new goals, there’s one factor that plays a role in every successful retirement — good planning.

Contact us to get started today!

Estate Planning

Estate Planning

By planning for tomorrow today, you can retain more of your assets, protect your estate and leave a legacy for your family or loved ones. Depending on your unique situation, there are different ways to achieve your estate planning goals, including business succession, wills, beneficiary designations, powers of attorney, insurance, trusts, tax strategies, and charitable gifts.

Try these estate planning resources

Group and Business Solutions

Business Solutions

Find simple, cost effective and tax efficient plans to attract and retain the best talent. Stay competitive as an employer and keep your plan members engaged by helping manage their health and wellness. Whether you are a small or large business, we will meet with you to assess your needs and explain your options, some of these could include:

  • Group benefits & Group retirement
  • Group pension
  • Competitive employee benefits
  • Business and key-person insurance
Banking Solutions

Banking Solutions

Banking today is about instant access – whether you’re paying with a tap, transferring money, or depositing a cheque or looking for mortgage options. In a fast-paced world, you need your bank to keep up. Manulife Bank has flexible products that fit seamlessly into your day and help you achieve your financial goals.

Learn more about Manulife Bank


For more information on services and solutions for your financial needs...


Contact Us Today

Contact us

Getting started is easy.

Have a question? Interested in learning more?

Simply fill out the form below, email direct or call today to schedule a time to talk.

* Required