David A. MacLean
Investment Advisor at Ia Private Wealth
Based in Canada
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Seniority
Staff
Department
Finance & Accounting
Location
Canada
Industry
Financial Services
Company size
1.1K
Contact information
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d•••••••@iaprivatewealth.ca
Phone
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Background
About David A. MacLean
For more than 30 years, I've overseen investment accounts for families seeking to preserve - and grow - their hard-earned wealth. I take a consistent and disciplined approach to financial oversight in order to help my clients achieve their individual goals for retirement, tax, and estate planning.As a certified financial planner, I provide thoughtful independent advice; meet with my clients regularly to keep them informed and confident in their long-term plan; make myself available as a reliable, knowledgeable resource; and have access to a team of experts, so that the approach I take for all clients is holistic.My wealth management expertise includes Retirement Planning, Retirement Income Planning, Simple Low-Cost Investment Portfolios for age 50+ investors.
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