Mitch McLean CFP, Financial and Investment Advisor
62Developing1565 Carling Ave, Ottawa, ON K1Z 8P9, Canada
About
Mitch McLean is a certified financial planner and investment advisor based in Ottawa who offers personalized financial planning services across Ontario, with offices in Ottawa and Toronto.
Senior Care Path Summary
Mitch McLean Wealth Creation helps clients navigate retirement planning, investment management, and estate planning with a focus on understanding individual circumstances and goals. The firm works with medical professionals, business owners, high net worth families, and retirees to develop wealth strategies tailored to their needs. Mitch and his team work to determine clients' "Magic Retirement Number" and adjust plans as life changes.
The firm offers retirement income planning, tax planning, insurance planning, estate planning, and investment management. As independent professionals, they select products and services based on what is best for each client rather than a limited product line.
Editorial summary by Senior Care Path based on verified listing data, last reviewed 2026-07-07.
Who This Provider Is Best For
- Retirees mapping income and care costs
- Medical professionals and business owners planning for wealth
- Families establishing retirement strategies
Conditions & Needs Supported
Fees & Payment
Photo Gallery
Photos via Google Maps
Google Reviews
View all on Google4.9
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!
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
Services
Licenses & Registrations
- Certified Financial Planner (CFP)
- Chartered Investment Manager (CIM)
- Registered Retirement Consultant (RRC)
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
Languages Supported
- English
Frequently Asked Questions
What services does Mitch McLean CFP, Financial and Investment Advisor offer?
Mitch McLean CFP, Financial and Investment Advisor is a financial planning provider in Ottawa, Ontario. Listed services include Financial Planning. Confirm the specific treatment or support you need directly with the clinic before booking.
What languages does Mitch McLean CFP, Financial and Investment Advisor speak?
Staff at Mitch McLean CFP, Financial and Investment Advisor 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 Mitch McLean CFP, Financial and Investment Advisor?
You can call Mitch McLean CFP, Financial and Investment Advisor directly at (613) 728-0101 ext. 224, or send a request through this page and a Senior Care Path advisor can help you connect and compare financial planners in Ottawa. It is free, with no pressure.
Is Mitch McLean CFP, Financial and Investment Advisor 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.
Location
1565 Carling Ave, Ottawa, ON K1Z 8P9, Canada
Also serves
- Ottawa
- Toronto
- Mississauga
- Brampton
- Hamilton
- Markham
- Vaughan
- Kitchener