Celebrating 20 years by your side.

Our clients are, and have always been, at the heart of everything we do. For this reason, we dedicate this 20th anniversary celebration to our cherished clients, who have entrusted us with their future, dreams and goals. Thank you for inviting our team into your lives, for allowing us to grow, learn and work at your side. As we progress together over the next 20 years, we are committed to your financial well-being so you can focus on the things that really matter.

To mark this milestone, we asked our clients and staff to share memories and lessons they’ve learned over the last 20 years. In our bespoke series, we’ll discuss more than finance in five short videos because life is more than just numbers on a spreadsheet. We’re celebrating business, relationships, finance, family  and the next 20 years of wealth management. Over the summer break, we hope you can take some time to enjoy this video series as a reminder to focus on all aspects of your well-being. A new video will be launched every Wednesday until July 31.

The month of July to commemorate 20 years.

Expressing our gratitude for yesterday while investing in tomorrow.

Last 20, Next 20

Thank you for your unconditional trust, loyalty and for being part of this amazing journey. Please join the commemoration movement and share with us your experiences and memories with CWB McLean & Partners in the form below. We’ll be publishing stories on our page every week.