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.
Ian graduated from Concordia University with a Bachelor's degree in Actuarial Mathematics. He then worked at Desjardins Insurance for 5 years as a pricing actuary before founding McLean Capital. An investment enthusiast, he has been managing portfolios since 2007 based on the philosophy of Warren Buffett and Benjamin Graham. Ian is also an associate of the Society of Actuaries (ASA) and a CFA charterholder.
Lauren graduated from Concordia University with a Bachelor's degree in Actuarial Mathematics. She joined McLean Capital in 2018 and became a CFA charterholder in 2022. She now serves as portfolio manager and chief compliance officer.
Andrée studied at HEC Montréal and notably managed a team of 145 employees for over 15 years for a Desjardins division. She joined McLean Capital in 2021.
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.
Contact Us