McVean Wealth

www.mcveanwealth.com

McVean Wealth is an independent wealth management and financial advisory firm based in Toronto, Canada, that specializes in long-term personal investing. In 2018, Alex McVean founded McVean Wealth with a clear vision: top quality investment strategy and premium wealth services, from a person you can trust. The All-Weather Portfolio • Portfolios are constructed with a strategically diversified combination of assets that considers performance in all market conditions • Long-term strategy with a focus on downside protection • Avoid the risk of “timing the market”, with an investment strategy built on economic fundamentals for long-term success Comprehensive Personal Service • Financial strategies that make your money work harder for you • Goal-based planning that considers your own values and priorities • Personal relationship with a trusted financial advisor who's in it for the long-haul 1% Yearly Fee • Our fee is a low and simple 1% per year on the value of your portfolio • Every client is entitled to the same full-suite of financial services and advice, with no tiers or limitations • We never charge commission. We're here to help grow your total wealth, not sell you products Services Available for Every Client Investment Advice | In-Home Meetings | Tax Minimization Planning | Retirement Planning | Home Buyers Plan | Child’s Education Planning | Debt Management Strategies | Estate Analysis | Inheritance Strategies | Socially Responsible Investment Options McVean Wealth is a registered agent of HollisWealth, a trade name of Investia Financial Services Inc. Mutual Fund products provided by HollisWealth are provided through Investia Financial Services Inc.

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McVean Wealth is an independent wealth management and financial advisory firm based in Toronto, Canada, that specializes in long-term personal investing. In 2018, Alex McVean founded McVean Wealth with a clear vision: top quality investment strategy and premium wealth services, from a person you can trust. The All-Weather Portfolio • Portfolios are constructed with a strategically diversified combination of assets that considers performance in all market conditions • Long-term strategy with a focus on downside protection • Avoid the risk of “timing the market”, with an investment strategy built on economic fundamentals for long-term success Comprehensive Personal Service • Financial strategies that make your money work harder for you • Goal-based planning that considers your own values and priorities • Personal relationship with a trusted financial advisor who's in it for the long-haul 1% Yearly Fee • Our fee is a low and simple 1% per year on the value of your portfolio • Every client is entitled to the same full-suite of financial services and advice, with no tiers or limitations • We never charge commission. We're here to help grow your total wealth, not sell you products Services Available for Every Client Investment Advice | In-Home Meetings | Tax Minimization Planning | Retirement Planning | Home Buyers Plan | Child’s Education Planning | Debt Management Strategies | Estate Analysis | Inheritance Strategies | Socially Responsible Investment Options McVean Wealth is a registered agent of HollisWealth, a trade name of Investia Financial Services Inc. Mutual Fund products provided by HollisWealth are provided through Investia Financial Services Inc.

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Toronto

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Employees

1-10

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Founded

2018

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