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.
Daniel has cultivated an interest in capital markets and portfolio management for about ten years. He worked as a bridge design engineer for 6 years at Stantec before joining the McLean Capital team.
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.
Ian McLean discovers the investment philosophy of Warren Buffett and Benjamin Graham.
Gary McLean entrusts his portfolio to his son Ian, marking the beginning of active management.
Ian founds Investissements Rousseau McLean with Gilbert Rousseau, founder of Sports Rousseau and Pro Hockey Life.
Ian founds McLean Capital, which obtains its license from the Autorité des marchés financiers in March 2015.
Lauren McLean joins the team, eventually becoming portfolio manager and Chief Compliance Officer.
Andrée Lalande joins McLean Capital as Director of Operations.
Daniel Charron-Drolet joins the team as analyst.
Schedule a free consultation and discover how McLean Capital can help you achieve your financial goals.
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