Leaders in defining bespoke wealth experiences, and your trusted partner since 1999 – now evolved as 801 Wealth.
At 801 Wealth, formerly McLean & Partners Wealth, we carry forward a 26-year legacy built on trust, discipline, and enduring client relationships. We’re here for all of life’s moments—not just market movements—helping you navigate what matters most with confidence and clarity.
Who we are
Stewarding futures with clarity, care, and conviction
Since June 1999, our foundational values have stood the test of time – shaping a firm driven by our clients’ successes. Over a quarter-century later, we continue our promise of delivering deeply thoughtful, personalized advice with a boutique feel. Today, we’re entrusted with over $2.9B of assets under management placing us among National Bank Financial Wealth Management’s top 5 advisory teams in Canada.
Get to know us & our storyHow we serve
Personalized, bespoke wealth management
Strategic wealth solutions that preserve, transfer, and grow wealth across generations for you, your family, and your businesses.
Experience our difference
Our People
Culture is more than words on a wall. It’s the shared belief and behaviours of the collective whole
Going above and beyond isn’t the exception, it’s the norm. Our edge is in a high-quality team that go the extra mile for our clients – and for each other – always.
Meet the team
What Our Clients Say
… [801 Wealth] stands for our well-being. They stand for our dreams that come true. They stand for our financial where-with-all. They take the weight off our shoulders because of our trusted experience with them.
– Louise M.
Latest news & insights
Delivering calm in a chaotic world. Explore the insights we deliver to our clients, instilling confidence and peace of mind at every point of their financial journey.
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- Muster Point
The fog of war: Markets in an environment of uncertainty
Periods of geopolitical conflict are defined less by observable facts and more by the fear of the unknown – often…
View the full Muster Point
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- Inflection Point
Why software stocks just lost nearly $1 trillion — and what it means for you
The panic gripping Wall Street isn’t about robots taking over. It’s about a far more…
View the full Inflection Point
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- Inflection Point
From forecast to reality: A predictable strategy for unpredictable markets
As 2025 draws to an end, we revisited the 2025 market outlooks by some of…
View the full Inflection Point
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- The Blueprint
Selling your southern nest?
If you’re a snowbird who owns real estate in the U.S., there will come a…
View the full The Blueprint
Contact Us
Stewarding your financial future with clarity, care, and conviction
Connect with our team to explore our bespoke financial planning and investment solutions.
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