A team dedicated to growing your wealth
Founded on the principles of Warren Buffett and Benjamin Graham, McLean Capital is dedicated to rigorous and transparent portfolio management.
Founded on the principles of Warren Buffett and Benjamin Graham, McLean Capital is dedicated to rigorous and transparent portfolio management.
Our team combines actuarial expertise, financial analysis and rigorous management to grow your wealth.
McLean Capital was founded by Ian McLean, an actuary by training who completed his bachelor's degree in mathematics at the Université de Montréal in 2009. He is an Associate of the Society of Actuaries, a CFA charterholder and is registered with the Autorité des marchés financiers as a Portfolio Manager. Ian is passionate about investing and the business world in general. He founded the McLean Capital equity portfolio in 2011. His professional background includes diverse experience in finance, entrepreneurship and university teaching. He worked as an actuary in downtown Montreal, took part in managing and developing businesses in the retail sector, and served as a tutor and teaching assistant during his bachelor's degree at the Université de Montréal. An avid reader with a passion for business, Ian has long been interested in company analysis and investing. His investment approach is grounded in fundamental analysis, discipline and in-depth understanding. Inspired in particular by the principles of Warren Buffett and Benjamin Graham, he favours the long-term ownership of quality businesses acquired at reasonable valuations. Today, Ian leads McLean Capital's research and investment management activities. He remains convinced that investment success rests on patience, independent judgment, rigorous risk management and a genuine alignment of interests between managers and their clients.
Lauren McLean is Portfolio Manager and Chief Compliance Officer at McLean Capital, where she contributes to investment management, the oversight of the firm's activities and compliance with regulatory requirements. A graduate of Concordia University, she holds a bachelor's degree in actuarial mathematics. She is also a Chartered Financial Analyst (CFA) charterholder since 2022, an internationally recognized designation in financial analysis, portfolio management and professional ethics. Since joining McLean Capital in 2018, Lauren has steadily expanded her responsibilities and developed an in-depth knowledge of the firm's portfolio management activities. Her actuarial and financial training allows her to approach investment decisions from an analytical perspective, paying particular attention to risk assessment, investment quality and a disciplined decision-making process. As Chief Compliance Officer, she also ensures that rigorous practices are maintained and that the regulatory obligations governing McLean Capital's activities are met. Through her expertise and knowledge of the firm, Lauren helps ensure the continuity, rigour and reliability of the services offered to McLean Capital's clients.
Andrée Lalande has extensive experience in operations management and team leadership in the financial sector. Having studied at HEC Montréal, she spent a significant part of her career at Desjardins, where she held management positions for more than 15 years. There, she notably supervised a team of approximately 145 employees, developing in-depth expertise in human resources management, operations coordination and work organization. Her background includes responsibilities related to Desjardins' ATM network, an environment where service reliability, rigorous processes and team coordination play an essential role. Andrée joined McLean Capital in 2021 as Director of Operations. Since then, she has contributed to the smooth running of the firm, the organization of its administrative activities and the quality of the service offered to clients. Her experience leading large teams and her knowledge of the financial sector are valuable assets for an independent management firm like McLean Capital.
Asset custody and brokerage are conducted through a Canadian chartered bank. We collaborate with recognized institutions to ensure security and compliance.
SGGG — Administration of the McLean Capital funds
Fasken — Regulatory Applications
KPMG — Audit of the McLean Capital funds
MNP — Audit of McLean Capital Inc.
Computershare — Independent Trustee
Canadian Chartered Bank — Asset Custody and BrokerageGrow your savings
Protect your capital
Continuously improve
Our investment philosophy is simple, conservative and safe. Every decision is made with capital preservation as the priority.
Schedule a free consultation and discover how McLean Capital can help you achieve your financial goals.
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