The Josh MacLean Team

Josh MacLean

Senior Financial Planner

About Josh

Josh’s approach to wealth management as a Managing Partner at Maclean Investment Group and Financial Advisor IPC Securities is centered on custom solutions, uniquely tailored for each of his clients. As an independent advisor, Josh’s investment selections aren’t limited – this means that he can shop around for the best possible options to address specific financial goals.

As a new father to a young son, his success lies in his ability to truly understand families in the accumulation phase of life with many priorities that require financial attention.

Josh’s honest and educative approach helps to establish trust and a strong bond with his clients that allows them to move through life’s stages together – changing and iterating investment solutions along the way and creating a shared vision for their wealth.

Maclean Investment Group is a family owned firm with over 35 years of combined experience. Their 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, Maclean Investment Group strives to serve clients in their best interests and nurture their investments long-term. The Maclean Group also offers a variety of insurance products, including life and disability insurance, to protect you, your family, and your business. Let them manage the risk, while you focus on the important stuff.

The Josh MacLean Value Add

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. At Optimize, Josh works alongside an experienced team of licensed portfolio managers to help clients achieve their desired long-term financial and investment goals.

The cornerstone of his service rests in effectively matching his clients’ financial and life goals with a personalized financial planning strategy and overall customer service experience which will exceed their goals in every respect. Josh measures his success by how well he has helped his clients achieve their specific goals and objectives.

Josh's Approach to Wealth Management

Optimizing your investments is an important step to achieving your financial goals but realize that it is just one step in a much longer journey. Josh, along with a licensed portfolio manager from Optimize Wealth, will focus on looking at the complete picture as it relates to your particular situation. They begin this process by listening intently to your specific goals and objectives. They then analyze every aspect of your situation such as your investments, mortgage and other debt, will, insurance, company plan, and tax preparation needs.

Once they have completed their analysis, they together will then design you a coordinated strategy to achieve all of your particular goals and objectives. In order to provide you with a better sense of just how much value they could bring to you and your family, the range of services offered through Josh and a licensed portfolio manager from Optimize are outlined in detail below.

*Investment Advice is only offered through a licensed Optimize Portfolio Manager

As a Senior Financial Planner, Josh helps coordinate your financial plan by organizing the strategy into efficient steps toward your goals. Proper Wealth Management is an ongoing process which helps you make prudent decisions about your money in order to achieve your specific goals.

Contact

Location

Josh's Wealth Management Team

Dylan Kerney

Associate Portfolio Manager

Warren MacKenzie

Head of Financial Planning