Our Company

A lot can happen in a year

May 14, 2021

Many investors going into 2020 saw their returns decline 65-75% over the course of three months as a result of the pandemic-induced shutdown of the global economy. This volatile market caused several investors to question their carefully planned investment strategies. Bear markets are a fact of life and they can present a tremendous opportunity for a disciplined investor to improve their portfolio and enhance future returns.

Q1 2021 Outlook Commentary

Apr 19, 2021

Though recent lockdown measures have come into effect across Canada, we view this as merely a detour on the gradual return to normal. Our Quarterly Outlook Commentary reflects this sense of optimism as we gain a greater understanding of what the new normal will look like — and when it may arrive.

There's growth, there's value, and then there's investing

Jun 12, 2020

By Saket Mundra

What exactly determines an investor’s ability to benefit from the market place? We share our thoughts on the ‘Growth vs Value’ debate by revisiting our understanding of what investing fundamentally is and, by this definition, what an investor should have in place to achieve value.

The Purpose Paradox

Sep 19, 2019

By Kevin Dehod

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.

Your Roadmap to Investing Success

May 09, 2019

By Russ MacKay

In the following article we highlight the importance of a properly structured Investment Policy Statement.

Well-being Goes Deeper Than Numbers

Oct 15, 2018

By Kevin Dehod

As we continue our journey of treating our clients beyond being "just numbers on a spreadsheet", we launched a Health & Wellness event.

President's Message - Looking to the Future

Dec 20, 2017

By Kevin Dehod

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.

International Women's Day... What Inspires Us

Mar 14, 2016

By Erica Gordon

What inspires us on International Women's Day.

One Year Anniversary

Nov 12, 2015

By Russ MacKay

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.

TMI celebrates its third birthday

Jun 19, 2015

By CWB McLean & Partners Portfolio Management Team

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.