MacLean Investment Group
79Good633 Wellington St, London, ON N6A 3R8, Canada
Last updated September 2026
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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.
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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 September 2026.
Conditions & Needs Supported
Services
Fees & Payment
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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
Languages Supported
- English
Photo Gallery
Photos via Google Maps
Google Reviews
5.0
27 Google reviews
Most recent reviews
Patrick V
5 months ago · via Google
Josh is a knowledgeable and trustworthy financial advisor who takes the time to explain options clearly and make clients feel confident in their decisions. I’d recommend him to anyone looking for practical guidance, professionalism, and someone who genuinely cares about their financial goals.
Steven Heald
a year ago · via Google
My wife and I have been working with Josh MacLean for quite a few years now and include him in all our financial dealings and retirement planning. He has always been very knowledgeable with the markets and helps us to make wiser decisions with our investments. We are very thankful to have known him and appreciate all the avenues he opens up along the way with other types of planning, such as wills, insurance, tax planning, etc.
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.
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)
Location
633 Wellington St, London, ON N6A 3R8, Canada
Also serves
- London, Ontario
Frequently Asked Questions
What services does MacLean Investment Group offer?
MacLean Investment Group is a financial planning provider in London, Ontario. Listed services include Financial Planning. Confirm the specific treatment or support you need directly with the clinic before booking.
What languages does MacLean Investment Group speak?
Staff at MacLean Investment Group are noted as speaking English. If a specific language matters for you or your parent, confirm availability for the appointment time you need.
How do I book an appointment with MacLean Investment Group?
Send a request through the form on this page with your name, email and phone. We pass it to MacLean Investment Group so they can reach you about a time that works, and a Senior Care Path advisor can help you compare financial planners in London. It is free, with no pressure.
Is MacLean Investment Group verified by Senior Care Path?
This listing shows a Senior Care Path Confidence Score based on public trust signals like the Google rating, review volume, website, and phone. Clinics can claim their listing to verify credentials and add details. Always confirm current registration with the relevant regulatory college before booking.