McLean & Partners Wealth Management

Transcription

1 Firm: McLean & Partners Wealth Management McLean & Partners Wealth Management Evaluator Headcount: Hidden Founded in Hidden Assets Under Management: Hidden Hidden Hidden Hidden CWB Completes Sale of Valiant Trust Company Assets Canadian Western Financial, Adroit Investment Management, and McLean & Partners Wealth Management, collectively offer a diversified range of financial services... Financial Content May 1, 2015 inappropriate or irrelevant content CWB Completes Sale of Canadian Direct Insurance Canadian Western Financial, Adroit Investment Management, and McLean & Partners Wealth Management, collectively offer a diversified range of financial services... marketwired.com May 1, 2015 inappropriate or irrelevant content Company Overview of McLean & Partners Wealth Management Ltd. McLean & Partners Wealth Management Ltd. is a privately owned investment management firm. The firm also provides research, investment management advisory, and estate planning services to its clients. It manages separate client-focused portfolios. Bloomberg April 27, 2015 inappropriate or irrelevant content

2 Top links: Canadian REITs best bargain since crisis A roundup of what The Globe and Mail s market strategist Scott Barlow is reading... who manages about $1.1-billion ($866-million U.S.), at McLean & Partners Wealth Management Ltd. and owns the stocks. They re partly reflecting concerns about... Globe and Mail March 31, 2015 inappropriate or irrelevant content Computershare Canada to Acquire Valiant Trust Company Assets TORONTO, ON -- (Marketwired) -- 03/03/15 -- Computershare Limited (ASX: CPU) announced today the signing of a definitive agreement to acquire Valiant Trust Company assets... Management, and McLean & Partners Wealth Management, collectively offer a... StreetInsider March 3, 2015 inappropriate or irrelevant content CWB Completes Sale of Valiant Trust Company Assets Canadian Western Financial, Adroit Investment Management, and McLean & Partners Wealth Management, collectively offer a diversified range of financial services... Market Watch May 1, 2015 inappropriate or irrelevant content CWB Completes Sale of Canadian Direct Insurance Canadian Western Financial, Adroit Investment Management, and McLean & Partners Wealth Management, collectively offer a diversified range of financial services... Wallstreet online May 1, 2015

3 inappropriate or irrelevant content Canadian Western Bank Declares Dividends Canadian Western Financial, Adroit Investment Management, and McLean & Partners Wealth Management, collectively offer a diversified range of financial services... Financial Content June 4, 2015 inappropriate or irrelevant content Canadian Western Bank Declares Dividends and McLean & Partners Wealth Management, collectively offer a diversified range of financial services across Canada and are together known as the CWB Group. The common shares of Canadian Western Bank are listed on the Toronto Stock Exchange under the... Market Watch June 4, 2015 inappropriate or irrelevant content CWB Announces Election of Directors CWB, along with its operating affiliates, National Leasing, Canadian Western Trust, Valiant Trust, Canadian Direct Insurance, Canadian Western Financial, Adroit Investment Management, and McLean & Partners Wealth Management, collectively offer a... Reuters March 5, 2014 inappropriate or irrelevant content ING Direct Canada Sale Likely to Lure Big Banks It s going to be a very competitive process, said Anil Tahiliani, head of North American equities at Calgary-based McLean & Partners Wealth Management, which owns Bank of Nova Scotia and Canadian Imperial Bank of Commerce shares among the C$ Bloomberg

4 August 9, 2012 inappropriate or irrelevant content CWB Announces Change to Prime Lending Rate CWB, along with its operating affiliates, National Leasing, Canadian Western Trust, Valiant Trust, Canadian Direct Insurance, Canadian Western Financial, Adroit Investment Management, and McLean & Partners Wealth Management, collectively offer a... StreetInsider January 28, 2015 inappropriate or irrelevant content ING sale: Scotiabank makes $3.13-billion no-frills bet It goes to show again that the Canadian market remains a very attractive financial services market, said Anil Tahiliani, head of North American equities at Calgary-based McLean & Partners Wealth Management Ltd., which owns Bank of Nova Scotia shares... Financial Post August 30, 2012 inappropriate or irrelevant content Computershare Canada to Acquire Valiant Trust Company Assets Valiant Trust, Canadian Direct Insurance, Canadian Western Financial, Adroit Investment Management, and McLean & Partners Wealth Management, collectively offer a... marketwired.com March 4, 2015 inappropriate or irrelevant content CWB s Solid Second Quarter Financial Results and Sound Credit Quality Capital Management OSFI requires Canadian financial institutions to manage and report regulatory capital in accordance with the Basel III capital management framework. CWB's required minimum regulatory capital ratios, including a 250 basis point capital...

5 Market Watch June 4, 2015 inappropriate or irrelevant content CWB Expands to Offer Full-Service Business and Personal Banking in Prince George, BC Following 11 successful years in Prince George operating primarily as an equipment finance lender, CWB will now offer full-service business and personal banking out of... Investment Management, and McLean & Partners Wealth Management, collectively offer... marketwired.com July 8, 2015 inappropriate or irrelevant content McLean & Partners names new president McLean & Partners Wealth Management has announced the appointment of Kevin Dehod as president, a promotion from vice-president. He succeeds Brent McLean, who retains his role as CEO. Dehod is a founding partner of McLean & Partners and has 19 years of... Advisor February 9, 2012 inappropriate or irrelevant content Canadian Western Profit Increases 8.4%, Raises Dividend June 6 (Bloomberg) -- Canadian Western Bank said second-quarter... In April, the bank agreed to buy a 55 percent stake in Calgary-based McLean & Partners Wealth Management Ltd., which has about C$1 billion of assets under management. Bloomberg June 6, 2013 inappropriate or irrelevant content Oil slump makes Canadian REITs biggest bargain since the 2008 crisis It s a good time to invest in Canadian REITs, said Anil Tahiliani, who manages about $1.1 billion, at

6 McLean & Partners Wealth Management Ltd. and owns the stocks. They re partly reflecting concerns about the Canadian economy, housing and the... Business News Network March 31, 2015 inappropriate or irrelevant content Stock markets lose more ground The financial services sector gained 0.3 per cent. "We're still concerned on the overall market," said Anil Tahiliani, head of research at McLean & Partners Wealth Management Ltd. in Calgary. "Typically, corrections last anywhere from one to three months. The Star March 2, 2007 inappropriate or irrelevant content CWB s Very Strong Loan Growth, Sound Credit Quality and Solid Financial Results CWB, along with its operating affiliates, National Leasing, Canadian Western Trust, Valiant Trust, Canadian Direct Insurance, Canadian Western Financial, Adroit Investment Management, and McLean & Partners Wealth Management, collectively offer a... marketwired.com March 5, 2015 inappropriate or irrelevant content CANADA STOCKS-Golds help push TSX to one-week high "We're still kind of cautious on the market given there's a lot of uncertainty regarding what's happening in Europe," said Anil Tahiliani, a portfolio manager at McLean & Partners Wealth Management in Calgary. Concerns about economic growth spurred by the... Reuters May 11, 2010 inappropriate or irrelevant content ING Direct Canada Sale Likely to Lure Big Banks

7 head of North American equities at Calgary-based McLean & Partners Wealth Management, which owns Bank of Nova Scotia (BNS) and Canadian Imperial Bank of Commerce shares among the C$900 million the firm manages. ING Canada s assets are considered safe... Businessweek August 9, 2012 inappropriate or irrelevant content Canadian Western Bank Donates More Than $350,000 to Big Brothers Big Sisters Agencies Across Western Canada The Bank, along with its operating affiliates, National Leasing, Canadian Western Trust, Valiant Trust, Canadian Direct Insurance, Adroit Investment Management, McLean & Partners Wealth Management, and Canadian Western Financial, collectively offer a... Market Watch December 18, 2014 inappropriate or irrelevant content McLean & Partners Wealth Management Announces Jamie Robertson as Chief Investment Officer Editor's Note: There is a photo and video associated with this release. McLean & Partners Wealth Management is proud to announce the appointment of Jamie Robertson as its new Chief Investment Officer. Mr. Robertson brings over thirty years of experience as... marketwired.com February 16, 2012 inappropriate or irrelevant content McLean & Partners Wealth Management Announces the Appointment of Kevin Dehod to President CALGARY, ALBERTA--(Marketwire -02/10/12)- Since June 1999, McLean & Partners Wealth Management has grown to be one of Canada's leading independent wealth management companies. The firm continues to focus on serving high net-worth private client investors... Yahoo Finance

8 February 10, 2012 inappropriate or irrelevant content Investors backing public mortgage firms Recently there has been a trend for mortgage managers to create a publicly traded vehicle in order to provide liquidity for their investors, Anil Tahiliani, portfolio manager of North American equities at McLean & Partners Wealth Management, said in... Financial Post April 29, 2013 inappropriate or irrelevant content CWB finalizes its investment in McLean & Partners Wealth Management Ltd. EDMONTON, May 21, 2013 /CNW/ - Canadian Western Bank (CWB or the Bank) today announced it has closed its previously announced investment of 55% ownership in McLean & Partners Wealth Management Ltd. (McLean & Partners). The finalized transaction is... CNW Group May 21, 2013 inappropriate or irrelevant content CWB finalizes its investment in McLean & Partners Wealth Management Ltd. CWB finalizes its investment in McLean & Partners Wealth Management Ltd. EDMONTON, May 21, 2013 /CNW/ - Canadian Western Bank (CWB or the Bank) today announced it has closed its previously announced investment of 55% ownership in McLean & Partners Wealth... Stockhouse May 21, 2013 inappropriate or irrelevant content McLean & Partners Wealth Management Announces Jamie Robertson as Chief Investment Officer CALGARY, ALBERTA, Feb 16, 2012 (Marketwire via COMTEX) -- Editor's Note: There is a photo and video associated with this release. McLean & Partners Wealth Management is proud to

9 announce the appointment of Jamie Robertson as its new Chief Investment Officer. TMCnet February 15, 2012 inappropriate or irrelevant content CWB acquires interest in McLean & Partners Canadian Western Bank (CWB) has signed an agreement to buy a 55% stake in McLean & Partners Wealth Management, a Calgary-based firm focusing on wealth management for high-net-worth individuals. Financial terms of the deal were not disclosed. CWB says... Benefits Canada April 24, 2013 inappropriate or irrelevant content ING Direct Canada Sale Likely to Lure Big Banks ING, the biggest Dutch financial-services firm, said Aug. 2 it s reviewing strategic options for ING Direct units in the U.K... head of North American equities at Calgary-based McLean & Partners Wealth Management, which owns Bank of Nova Scotia... Bloomberg August 9, 2012 inappropriate or irrelevant content Big Six, led by Scotiabank, cash in on surge in energy deals BNN Video It s kind of icing on the cake, said Anil Tahiliani, who manages about $1.1-billion including Scotiabank shares at McLean & Partners Wealth Management Ltd. in Calgary. It s nice because it s a division that in the past hasn t... Globe and Mail November 19, 2014 inappropriate or irrelevant content Make-A-Wish(R) Rope for Hope Welcomes Canadian Western Bank as National Presenting Sponsor

10 CWB, along with its nine operating affiliates including National Leasing, Canadian Western Trust, Valiant Trust, Canadian Direct Insurance, Canadian Western Financial, Adroit Investment Management, and McLean & Partners Wealth Management, collectively... Benzinga February 20, 2015 inappropriate or irrelevant content McLean & Partners Wealth Management Announces Jamie Robertson as Chief Investment Officer CALGARY, ALBERTA--(Marketwire -02/16/12)- Editor's Note: There is a photo and video associated with this release. McLean & Partners Wealth Management is proud to announce the appointment of Jamie Robertson as its new Chief Investment Officer. Mr. Robertson... Yahoo Finance February 16, 2012 inappropriate or irrelevant content CWB Announces Change to Prime Lending Rate CWB, along with its operating affiliates, National Leasing, Canadian Western Trust, Valiant Trust, Canadian Direct Insurance, Canadian Western Financial, Adroit Investment Management, and McLean & Partners Wealth Management, collectively offer a... Stockhouse January 29, 2015 inappropriate or irrelevant content Brent McLean FCA Mr. Brent McLean, CA serves as Chief Executive Officer at McLean & Partners Wealth Management Ltd. Mr. McLean focuses his time on the strategic direction and vision for the firm. He has continuously strove to refine his portfolio style, which after four... Bloomberg February 16, 2015 inappropriate or irrelevant content

11 Canadian Western Bank sells CDI insurance arm to Intact Financial Its stable of affiliates includes National Leasing Group, Canadian Western Trust, Valiant Trust, Canadian Western Financial, Adroit Investment Management and McLean & Partners Wealth Management. Edmonton Journal February 11, 2015 inappropriate or irrelevant content Microsoft to lead the pack as tech companies report earnings For investors such as Anil Tahiliani, portfolio manager with McLean & Partners Wealth Management in Calgary, Microsoft has several things going for it. Chief among them is a wide economic moat. Products such as Microsoft Office, Windows and Exchange are... Globe and Mail January 25, 2015 inappropriate or irrelevant content Canadian Western Bank Declares Dividends Valiant Trust, Canadian Direct Insurance, Canadian Western Financial, Adroit Investment Management, and McLean & Partners Wealth Management, collectively offer a... Financial Content March 4, 2015 inappropriate or irrelevant content Potash Corp. Approaches Junk on Threat to Price: Canada Credit Potash Corp. of Saskatchewan Inc. bonds are heading toward... a fixed-income portfolio manager at McLean & Partners Wealth Management Ltd., said in an Aug. 6 phone interview from Calgary. You either got to have a strong stomach to hold it through... Businessweek August 8, 2013

12 inappropriate or irrelevant content CWB Announces Election of Directors CWB, along with its operating affiliates, National Leasing, Canadian Western Trust, Valiant Trust, Canadian Direct Insurance, Canadian Western Financial, Adroit Investment Management, and McLean & Partners Wealth Management, collectively offer a... Financial Content March 6, 2015 inappropriate or irrelevant content CWB Announces the Strategic Sale of Valiant Trust Company Assets Valiant Trust, Canadian Direct Insurance, Canadian Western Financial, Adroit Investment Management, and McLean & Partners Wealth Management, collectively offer a... Yahoo Finance March 3, 2015 inappropriate or irrelevant content Canadian Western Bank Declares Dividends Valiant Trust, Canadian Direct Insurance, Canadian Western Financial, Adroit Investment Management, and McLean & Partners Wealth Management, collectively offer a... Market Watch March 4, 2015 inappropriate or irrelevant content No news for McLean & Partners Wealth Management right now. Check back soon! Powered by DISCLAIMERS