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Financial Planning

Mitch McLean CFP, Financial and Investment Advisor

44Limited

1565 Carling Ave, Ottawa, ON K1Z 8P9, Canada

4.9(15 Google reviews)on Google

About

Mitch McLean CFP, Financial and Investment Advisor is a local financial planning provider in Ottawa, Ontario. Details below come from public business listings, confirm credentials, registration, and fit directly before booking.

Senior Care Path Summary

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Who This Provider Is Best For

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Google Reviews

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4.9

15 Google reviews

Most recent reviews

D Ta
a year ago · via Google
We’re very happy with the financial services from Mitch at Mandeville since working with him for the last couple years. Given the chaotic and unstable US economy caused by one single person (and his chosen unprofessional team members), I was concerned and asked Mitch for a recent meeting on the approach to deal with this challenge. After this meeting, we feel re-assured to stay the course with various strategies to steer through this rough waters, as this too will pass! Thanks for doing a great job, Mitch!
Chris Thiele
a year ago · via Google
Mitch was great to talk to to get clarity on our business goals. While we're not a fit for his services just yet, I'm excited to work with him in the future after our endeavors start to take off. I love that he offered a free consultation and, very honestly, answered our questions to the best of his knowledge. If you're looking for an excellent Financial advisor for investment strategies and beyond in Canada, Mitch is your guy!
Amanda Bloom
a year ago · via Google
We have been working with Mitch for the last 2+ years and our biggest regret is not starting sooner. Mitch is not only extremely knowledgeable, but he is also very talented at what he does. He always does what is best for your financial situation without you needing to ask. Thanks to Mitch we are on track to meet our financial goals to be able to retire and have financial freedom. If you are looking for help with investments, you will not be better served with anyone else. We could not recommend Mitch more!

See all 15 reviews on Google

Summary of Google Reviews

Summarized by Senior Care Path from Mitch McLean CFP, Financial and Investment Advisor's Google rating and recent reviews. Confirm specifics with the provider.

Mitch McLean CFP, Financial and Investment Advisor holds an excellent 4.9-star rating across 15 Google reviews. Recent reviewers most often highlight caring, attentive staff.

Most common praise

Caring, attentive staff

ThemesStaff & care

Services

Financial Planning

Licenses & Registrations

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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.

Verify a CFP professional (FP Canada)

Associations & Accreditations

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Languages Supported

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Location

1565 Carling Ave, Ottawa, ON K1Z 8P9, Canada

Also serves

Ottawa and surrounding areas