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At The McLean Wealth Management Group, building strong relationships is at the heart of our business philosophy.

Providing ongoing, trusted advice is our guiding principle as we help you meet your financial goals. Working with a team of specialists across Scotia Wealth Management, we take a holistic approach to wealth management, and consider everything from tax efficient investment strategies to retirement, estate planning and insurance protection.

You can rest assured that we help you identify your financial goals – whether they encompass a desire for income and security, a second opinion of your current portfolio or your comfort with risk – and work to ensure they are met.

About Scotia Wealth Management

Meet the team

Rod McLean, CIM Senior Wealth Advisor, Portfolio Manager
Rod McLean

Since 1979 Rod McLean has successfully provided wealth management planning and advice to individuals, families and corporations.

Managing your wealth with confidence requires a close, personal relationship built on trust, expertise and a thorough understanding of your needs. Rod provides personally-tailored solutions that extend well beyond investmet advice and money management. From financial planning and investing, to using insurance and tax strategies to build, protect, maximize and transfer your wealth, he can help meet all aspects of your financial situation throughout your lifetime.

ScotiaMcLeod®, a division of Scotia Capital Inc.

Rob Wright

Rob contributes over 21 years of Financial Services experience to the team. Rob assists Rod in every aspect of financial planning, insurance, formulating wealth management strategies and managing client accounts.

ScotiaMcLeod®, a division of Scotia Capital Inc.

Emily Campbell

Emily is an invaluable asset to our team. She manages the overall client account administration and plays a key role in building our client relationships.

ScotiaMcLeod®, a division of Scotia Capital Inc.

Our client commitment

Our client commitment is designed to help you reach your individual goals and culminates in a financial strategy that encompasses your entire financial situation.

You get a personal recommendation with specific steps to reach your goals, supported by the benefits of proactive, objective advice.

Latest news

2024 Federal Budget summary

— Wealth Management Taxation, Scotia Capital Inc.

April 18, 2024

On April 16, 2024, in Ottawa, Canada’s Deputy Prime Minister and Minister of Finance, Chrystia Freeland, delivered the 2024 Federal Budget (2024 Budget), titled “Fairness For Every Generation.”

The federal government has focused this year’s budget on three overarching pillars: building more affordable homes, making life cost less and growing the economy in a way that’s shared by all.

Please note that this is not a comprehensive review of the 2024 Budget. Rather, we have provided a summary of the most significant tax measures announced in the budget and the potential impact on you, your family, and your business.

Please also note that the measures introduced in the 2024 Budget are only proposals at this time and may not be enacted into law as described, or at all. You should consult with your tax and legal advisors for further discussion and analysis on how these proposals may affect your situation and before implementing any tax planning strategies.

The 2024 Budget does not contain any changes to personal or corporate income tax rates. However, it is notable that the 2024 Budget does contain a change to the capital gains inclusion rate for capital gains realized on or after June 25, 2024.

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