MacLean Investment Group
70Good633 Wellington St, London, ON N6A 3R8, Canada
About
MacLean Investment Group is an independent wealth management firm in London, Ontario, offering financial planning, retirement planning, estate planning, insurance, and investment management services. The firm has over 50 years of combined experience and partners with Designed Securities Ltd.
Senior Care Path Summary
MacLean Investment Group helps clients at every life stage, including those planning for retirement and beyond. Services include retirement income planning, wills and estate planning, pension planning, tax planning, insurance solutions, and investment portfolio management designed to protect assets through market fluctuations.
The firm is independently owned and regulated by CIRO, with advisors holding CFP and related designations. Clients can meet virtually or in person with their financial advisors to discuss personalized plans for protecting their financial legacy and ensuring family financial stability.
Editorial summary by Senior Care Path based on verified listing data, last reviewed 2026-07-07.
Who This Provider Is Best For
- Retirees planning retirement income
- Seniors planning wills and estates
- Families protecting their financial legacy
- Pre-retirees saving for retirement
Photo Gallery
Photos via Google Maps
Google Reviews
View all on Google5.0
27 Google reviews
Most recent reviews
Dana Robinson
a year ago · via Google
Jim and Josh are great to work with. They have been managing my investments for more than 10 years and they have done a great job of growing my savings and setting me up for the future. They are trustworthy, communicative, and organized. I would highly recommend them to anyone who wants a personalized experience from industry experts.
Jeremy Lapadat
a year ago · via Google
I have been working with Josh Maclean for the past 7 years, and I couldn't be happier with the experience. From the start, he took the time to understand my financial goals and tailored their advice to fit my needs. What impressed me most was his ability to explain complex financial concepts in a simple and clear manner. Communication was always prompt, and I appreciated how he kept me updated on my portfolio's performance. Since working with Josh, I feel much more confident in my financial future, and l've already seen tangible results. I would highly recommend Josh Maclean of Maclean Investment Group to anyone looking for knowledgeable, trustworthy financial guidance.
Chris G
a year ago · via Google
I would highly recommend MacLean investment group. I have been a faithful client for 4 years and have never been left in the dark or question how my money is being managed. Josh is the most transparent individual I have ever worked with and it is an absolute pleasure to continue being a client of theirs. I highly recommend them!
Summary of Google Reviews
Summarized by Senior Care Path from MacLean Investment Group's Google rating and recent reviews. Confirm specifics with the provider.
MacLean Investment Group holds an excellent 5.0-star rating across 27 Google reviews. Recent reviewers most often highlight responsive, helpful communication.
Most common praise
- Responsive, helpful communication
Services
Licenses & Registrations
- CFP (Certified Financial Planner)
- RIS (Registered Insurance Specialist)
- CLU (Chartered Life Underwriter)
- ChFC (Chartered Financial Consultant)
Listed from the provider's website, confirm current registration with the relevant regulatory college before booking.
Verifying professional registration
There is no single national licence for financial advice in Canada, but the Certified Financial Planner (CFP) designation signals recognized training and standards. You can verify a CFP professional's certification through the national body.
Associations & Accreditations
- Regulated by CIRO (Canadian Investment Regulatory Organization)
- Member, Canadian Investor Protection Fund (CIPF)
Languages Supported
- English
Location
633 Wellington St, London, ON N6A 3R8, Canada
Also serves
- London, Ontario