In pursuit to build upon "asset allocation" of life for our clients, our recent Health & Wellness event introduced us to the concept of neurological preferences and how this knowledge can help to find our true purpose in life.
In the following article we highlight the importance of a properly structured Investment Policy Statement.
As we continue our journey of treating our clients beyond being "just numbers on a spreadsheet", we launched a Health & Wellness event.
As 2017 draws to a close, it will be four years that I’ve been President & CEO of CWB McLean & Partners. As we’re half-way through the last month of the year, this strikes me as a good time to reflect on the past, share the present, and look to the future.
What inspires us on International Women's Day.
With the vision to offer our clients more opportunities for customized portfolios, improved tax efficiencies, and simplified portfolio accounting, we introduced two new private pools one year ago.
CWB McLean & Partners Tactical Monthly Income (TMI) Strategy celebrates its third birthday this month. This strategy has provided investors with a solid foundation geared towards lowering volatility. With a diversified portfolio of Global Equity and Fixed Income securities, TMI has provided stability for Canadian investors during this difficult time surrounding the large scale correction in the energy market.
The new year is an ideal time to reflect on the year that was, and better prepare yourself for the year ahead. One of the realities investors must accept is that when it comes to investing, there are many things out of your control. However, there are many things that you can control.