Comprehensive Personal Service.
Financial strategies that make your money work harder for you
Goal-based planning that considers your own values and priorities
Personal relationship with a trusted financial advisor who’s in it for the long-haul
Every Client Receives:
Home Buyers Plan
Child’s Education Planning
Socially Responsible Investment Options
Total financial advice for every client. One low fee.
Our fee is a low and simple 1% per year on the value of your portfolio
Every client is entitled to the same full-suite of financial services and advice, with no tiers or limitations
We never charge commission. We’re here to help grow your total wealth, not sell you products
120 Eglinton Ave. East, Suite 500
Toronto, ON, M4P 1E2
McVean Wealth is a registered agent of HollisWealth, a trade name of Investia Financial Services Inc.
©2020 McVean Wealth
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