McVean Wealth
Financial Services - Toronto, ON, CA
McVean Wealth Employees
McVean Wealth Details
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 successComprehensive 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-haul1% 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 productsServices Available for Every ClientInvestment 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.
McVean Wealth Technologies
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