Who we are
Our mission
1. Growing your savings is our main mission.
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2. Share our knowledge.
Our values
INTEGRITY
We value respect.
RIGOR
We work hard, we check every box, we follow our procedures.
PATIENCE
Investing requires patience. We invest over the long term.
Our objectives
Reduce risk as much as possible using a disciplined and conservative approach
Own high quality investments
Invest with a long term horizon
Obtain a satisfactory annualized return while always prioritizing safety
Offer fair and logical fees
Risk Management
Our philosophy is simple, conservative and safe. We invest in solid companies and we do not speculate.
Our portfolio is diversified with a limit to concentration by investment and by sector while holding a smaller quantity of positions compared to an average portfolio.
We use partners and research tools to increase our horizons.
To ensure rigor, we use detailed processes with lists of elements to be validated.
One of the advantages of having a portfolio holding a more restricted amount of positions is a greater ability to follow our companies: we do a continuous analysis of our investments to stay on top of their evolution.
Fees
The fees our clients pay depend on the level of assets their family group holds with us.
​They also depend on the composition of their portfolio between our equity fund (the McLean Capital Fund), fixed income type investments and index funds.
Considering all the variables, our management fees can vary between 0.3% and 1.5% per year (plus taxes) of the assets under management.
Depending on the composition of your portfolio with us, there may also be fees that are charged by our partners. These can represent between 0.1% and 0.2% per year.
As we are portfolio managers, we are not obligated to place your money in mutual funds which charge you additional fees (which are difficult to detect for most people). We believe that how much fees you pay and simplicity are among the most important points when talking about wealth management. Our fees are therefore generally cheaper than most of the industry.
There may also be a performance fee in years when returns are more significant.
For more details, contact us:
Our story
McLean Capital was developed through a passion for analysis, hard work and prudence.
Ian McLean discovered the investment philosophy of Warren Buffett and Benjamin Graham in 2007.
This discovery completely changed Ian's outlook on the stock market.
The stock market no longer represented a giant "casino" with prices rising and falling according to fashions and trends. Ian understood that the stock market is an intermediary, like a real estate agent, which allows us to buy shares in real and tangible companies.
Ian therefore became determined to understand everything about business valuation. If you can determine the value of a company and can buy it below that value in the stock market, you can keep a margin of safety and get higher returns.
In 2009, Gary McLean decided to entrust his portfolio to his son. So this was Ian's first "client".
In the years that followed, other members of Ian's extended family joined the portfolio.
In 2011, Ian founded Rousseau McLean Investments with Gilbert Rousseau, the founder of Sports Rousseau and Pro Hockey Life stores. This firm serves as a vehicle to invest in the stock market and possibly to make investments in private companies.
In 2014, Ian founded McLean Capital while continuing to manage the investments of Rousseau McLean. McLean Capital obtained its license from the Autorité des marchés financiers in March 2015.
From 2012 to 2023, the annualized return of North American equity markets was approximately 13% per year. Over the same period, the annualized return of McLean Capital's stock portfolio was 13%.
Between 2018 and 2021, Lauren and Andrée joined the team. In 2024, Daniel joined the firm.
The firm is anchored in the analysis and in the principles of rational and real investment.
Our Services
INVESTMENT IN THE MCLEAN CAPITAL PORTFOLIO
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The McLean Capital team are all invested in this portfolio. We are therefore invested alongside our clients.
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FIXED INCOME
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It is possible to deposit cash into your bank account and benefit from the advantageous interest rate offered to McLean Capital clients.
AVERAGE-COST INVESTING
It is possible to gradually invest your money in our portfolio. This can smooth out the ups and downs of the market. It is also possible to keep a portion of your capital in cash (and obtain interest) and a portion in our portfolio.
RETIREMENT PLANNING AND WEALTH MANAGEMENT
We offer our clients several types of advice, including those relating to retirement planning.
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Some topics we can help with:
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Retirement strategies
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Trust and estate planning
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Tax mitigation opportunities
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Education plans
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Insurance
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Cash flow strategies
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Charitable giving
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Business succession options
ANALYSIS OF YOUR EXISTING INVESTMENTS
We offer, free of charge, an analysis of your current investments. We will give you the actual fees you pay, the returns you have obtained in the past and a 100% objective opinion on the potential and quality of your investments.
If you are interested
All you have to do is contact us. We take care of the rest, from the paperwork to transferring your funds - whether they're already invested or not. We cover all types of accounts (RRSP, TFSA, LIRA, trusts, company accounts, etc.)
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Our team
Our internal team is composed of 4 people: Ian, Lauren, Andrée and Daniel.
We could say that our team is much more larger if we include all our partners that work to support our operations such as the excellent team at Laurentian Bank, SGGG, the AMF, Fasken, KPMG, MNP, Computershare ; notaries, tax specialists, accountants, lawyers, etc.
Ian McLean
Ian McLean, ASA, CFA
President and Analyst
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McLean Capital was founded by Ian McLean, an actuary who completed his degree in mathematics at the University of Montreal in 2009.
He is an Associate of the Society of Actuaries, a CFA charterholder and registered with the AMF as a Portfolio Manager.
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Ian is passionate about investing and business in general. He founded the McLean Capital stock portfolio in 2011.
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Lauren McLean
Lauren McLean, CFA
Portfolio Manager and Chief Compliance Officer
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Lauren McLean holds a bachelor's degree in Actuarial Mathematics from Concordia University. She started at McLean Capital in 2018 and holds the title of CFA charterholder since 2022.
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Her rigor and her sens of responsibility allowed her to develop herself within the firm. She is now Portfolio Manager and Chief Compliance Officer for the firm. On top of her important responsibilities, she also takes care of many corporate-level functions for the firm.
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Lauren is Ian's cousin.​
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Andrée Lalande
Andrée Lalande
Directrice des opérations
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Andrée studied at HEC Montreal and she has managed a team of 145 employees for over 15 years for a division of Desjardins.
McLean Capital has the chance to rely on Andrée to lead the operations of the firm and answer many requests from our clients. She is humble, efficient, hard working and toughtful, without considering her level of experience.
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She started at McLean Capital in 2021.
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If you have any questions regarding the services of McLean Capital, do not hesitate to contact Andrée: andreelalande@mcleancapital.ca.
Daniel Charron-Drolet
Daniel Charron-Drolet, ing. M.Sc.
Analyst
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​Candidate for Level 2 of the prestigious CFAI course (chartered financial analyst), Daniel has cultivated an interest on capital markets and portfolio management for around ten years. This interest became a passion, which led him to change his career.
Daniel worked as a bridge design engineer for 6 years for the firm Stantec before joining the McLean Capital team. He holds a bachelor's degree in civil engineering and a master's degree in science from Laval University. He is also a member of the honor roll of the Faculty of Graduate and Postdoctoral Studies.
His passion, combined with his curiosity, leads him to continually look for attractive investment opportunities on the markets. His structured approach, his rigor and his analytical mind developed during his engineering career are assets for the analysis of investment opportunities.
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If you have any questions regarding the services of McLean Capital, do not hesitate to contact Daniel: daniel.charron-drolet@mcleancapital.ca.
Security and our partners
The safekeeping of all assets and the brokerage services are done with Laurentian Bank. Our clients get access to their investments on the Laurentian Bank website, including documentation such as portfolio statements and tax documents. We have chosen to work with Laurentian Bank for their personalized and quality service and their competitive offerings for our clients.
We work with a bank to keep our clients' assets in a bank account under their name.
We therefore do not have access to your funds. You own the accounts under your name. We get a limited proxy with the bank that allows us to make investments inside our clients' accounts.
​McLean Capital manages its own stock fund: the McLean Capital Fund. This fund acts like a mutual fund which allows us to reduce costs for clients and be more efficient in our operations.
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The administration of the McLean Capital Fund is carried out by SGGG. We have chosen to work with SGGG for their expertise, their quality service and their competitive offering for our customers. SGGG's services allow us to focus on portfolio management by delegating administrative procedures to an independent entity that specializes in this expertise.
Our legal representative is Fasken. We chose Fasken for their expertise regarding investment securities and investment funds and the quality of their service.
The McLean Capital Fund is audited annually by KPMG, one of the largest accounting firms in North America.
McLean Capital Inc. is audited annually by MNP, an important accounting firm in Canada.
The independent trustee of the McLean Capital Fund is Computershare, a large global institution that offers various investment custody services.