Keith McLean

Keith McLean is a Financial Services Executive with a passion for investing and developing solutions for the Canadian wealth management industry. With over 30 years of risk management, investment analysis and portfolio management experience, he has experienced market cycles which have allowed him to develop and expand his expertise while staying consistent to his long standing investing principles. Key to his success in managing money and launching new investment products is a personal decision making model that incorporates technology and established business analysis frameworks. When combined with strong fundamental research and his “incredible memory and ability to connect things”, this model has generated strong performance across differentiated sectors and strategies. Keith is constantly searching for relevant and usable information, his curious mind is driven to find answers to fuel his views on Canadian Wealth Management, an industry in need of more entrepreneurial spirit. His mission is to share his ‘ideas’ with his clients so they too, can make informed choices.