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At RBC Dominion Securities, we pride ourselves on providing the highest quality advice, service and investment solutions to our clients – values which are shared by Jim MacLean and his team.
RBC Dominion Securities has been helping individuals and institutions achieve their financial goals since 1901. Today, we are Canada’s leading provider of professional wealth management services and are entrusted with $365 billion in client assets.
Jim joined RBC Dominion Securities in 2012 and quickly established his practice as a leading advisory team within the firm. Jim has been recognized as a member of our Executive Council team for five consecutive years thanks to his commitment to providing an exceptional wealth management and client experience.
Over the years, Jim and his team have established The MacLean Advantage program, a five-step investment program that caters to the most sophisticated clients. He works closely with clients to fully understand their situation and develops a customized plan for the future.
As a licensed Portfolio Manager, Jim is adept at creating personalized wealth management strategies and can offer fully customized portfolio management on a discretionary basis. Supported by a team of experts in investment strategy and research, as well as a stringent portfolio review and risk management process, Jim can build a portfolio tailored to your specific needs and provide the best investment and wealth management solutions customized to suit your unique financial needs.
In choosing the MacLean Wealth Management Group, you benefit from the expertise and professionalism of one of the leading advisory teams at RBC Dominion Securities, as well as the full resources of the leading wealth management firm in Canada.
David Agnew Chief Executive Officer RBC Wealth Management Canada