The Jim MacLean Group

About Jim

As a native Londoner, Jim began his career after attending University of Waterloo and Western University with Northern Life in 1977 which eventually became Standard Life. Jim went on to win the prestigious Michael Best Award for proficiency and professional dedication to his clients.

Jim began his financial services firm known as Annuity Quotations in 1981 and eventually his career evolved over time to the present day full service brokerage with IPC Securities Corporation due to the firm acquiring YourCFO Advisory Group.

A past president of Life Underwriters of London, and past member of the Estate Planners of London,. He holds designations as Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFc) and Chartered Financial Planner (CFP®).

An avid golfer and 30 year member of the Highland Country Club as well as The Plantation in Venice, Florida and Pinehurst in North Carolina. Jim is married to Kathy since 1978 and has two adult children, Lauren and Josh. Josh has worked alongside with Jim since early 2010.

The world is changing quickly and the investment space is increasingly more complex and uncertain. At Optimize, we believe navigating this reality requires more advice and not cookie cutter, plug-and-play tools. Built on time-tested principles of financial planning and wealth management, sound risk management, and long-term patient investing, the Optimize approach focuses on listening to clients, their goals, and their ambitions and understanding how those fit into their personal financial circumstances.

For that reason, Optimize Wealth takes a holistic approach to helping clients build and manage their wealth over the long-term. Towards that end and to provide clients with a personalized approach, Optimize assigns a multi-disciplinary team to meet their needs.