Smart Investing.

(with a person who knows your name)

Comprehensive
Personal Service.

(yes, we do house-calls)

1% Yearly Fee.

(transparent pricing with no commission)

Photo of Alex McVean, CFA, Financial Advisor at McVean Wealth

Alex McVean, CFA

FINANCIAL ADVISOR

  • After 8 years in the commercial financial services and investment management world, Alex transitioned to personal finance for the opportunity to help real people.
  • In 2018, Alex founded McVean Wealth with a clear vision: top quality investment strategy and premium wealth services, from a person you can trust.
  • Alex has earned the Chartered Financial Analyst (CFA) designation and also holds a Bachelor of Commerce degree specializing in Finance from Dalhousie University.
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