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Josh Maclean-modified
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Melissa Muir-modified

The Maclean Group

Set Your Goals.
Make Them Happen.


Solutions Tailored to you 

Holistic Approach

Beyond traditional investments, Our team along with Optimize Wealth tailor strategies to align with your financial goals, lifestyle, and values. Our comprehensive planning considers all facets of your life, ensuring a balanced, empowered, and fulfilling financial future. By addressing the entirety of one's financial landscape, this approach aims to optimize resources and align them with personal values, ultimately leading to a more fulfilling and sustainable financial life.

Unlock financial potential with personalized wealth strategies – explore our services now!

Transparent Process

Premier Wealth Management


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 Maclean Group's Value Add

The cornerstone of the 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 and Jim provide clients with a comprehensive approach to financial planning, tax preparation and will preparation, ensuring their clients always benefit from the highest level of service. Dylan Kerney is the Portfolio Manager who advises and manages client investment accounts, while Steven 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 and Jim Maclean are 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.