The Josh MacLean Group
Josh MacLean
Wealth Planner
London, Ontario
About Josh
Josh’s approach to wealth management as a Wealth Planner at Optimize Wealth Management is centered on custom solutions, uniquely tailored for each of their clients. Because they are independent, their solutions aren’t limited – this means that he can search for the best possible options to address specific financial goals.
As a new father to a young son, Josh’s success lies in his ability to truly understand families in the accumulation phase of life with many priorities that require financial attention.
His honest and educative approach helps to establish trust and a strong bond with his clients that allow them to move through life’s stages together – changing and iterating financial solutions along the way and creating a shared vision for clients wealth.
His high degree of service and care that they dedicate to their clients is what differentiates them from other firms in London, Ontario.
Whether you are exploring how to get the most value from your free cash flow, or planning for your retirement years, he strives to serve his clients in their best interests and nurture your finances long-term. Let him manage the risk, while you focus on the important stuff.
Optimize's Approach to Wealth Management
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.
The cornerstone of the Josh MacLean Group’s service rests in effectively matching clients’ financial and life goals with a personalized financial planning strategy and overall customer service experience which will exceed their goals in every respect. They measure their success by how well they have helped clients achieve their specific financial planning goals and objectives.
Josh provides clients with a comprehensive approach to financial planning, tax preparation and will preparation, ensuring his clients always benefit from the highest level of service. Dylan Kerney is the Portfolio Manager who advises and manages client investment accounts, while Josh helps clients with their Financial Planning needs and can also help clients access value-added services available to Optimize clients such as tax planning, estate planning, or insurance*.
*Insurance is only offered through a licensed Individual at Optimize to residents of Ontario, British Columbia, Alberta, and Manitoba.
Please know that Josh MacLean is not licensed with any securities regulators in Canada and therefore cannot provide you with investment advice. All registerable activity is provided by registered and licensed Associate Advising Representatives and Advising Representatives of Optimize Inc. and therefore you should consult with a licensed representative of Optimize Inc. when you are in need of investment advice.
Contact
josh.maclean@optimize.ca
519-673-0924
Office Location
The Josh MacLean Group
Dylan Kerney
Portfolio Manager