“We all define our legacy differently. I see my new role in helping make a significant impact in the charitable world.”
My career in wealth management began in the early 90’s, gaining experience with Burns Fry and eventually Nesbitt Burns. But the real excitement came in 1999 when I was part of the team which founded McLean & Partners, a Calgary-based boutique investment firm. Over the years, we’ve flourished by adopting a client-centric approach rooted in independent research. This time-tested formula has been carried forward at 801 Wealth under National Bank Financial Wealth Management.
After over 30 years of advising clients on the investment side, I have shifted gears to lead a new service for our clients with a focus on philanthropy. By combining my designation – Master Financial Advisor in Philanthropy (MFA-P) with my own family planned giving, I now enjoy a renewed career in educating and counselling others so they can formulate a meaningful and impactful giving strategy of their own.
Beyond the Office
I enjoy being active in life, where traveling, skiing, cycling, and
golf keep me moving, and my watercolours fuel my creative side. My
wife Karen and I love spending time together sharing our many common
interests, with our two adult children being the most important
ones.