Stewarding futures with clarity, care, and conviction

“Building a sound wealth strategy goes beyond just scratching the surface. It’s getting to the heart of what matters through the deep conversations that people want, but seldom get to have.”

While I officially have 30+ years’ experience advising clients and their families, I began honing my craft closer to age 16 when my interests in business and finance first surfaced. Growing up in northern BC, I got my first lessons as part of our family business. That curiosity later became a calling. 

My career began at BMO Nesbitt Burns in 1993, later joining Gordon Private Client Corporation. In June of 1999, I co-founded McLean & Partners Wealth Management (M&P) on a simple but bold premise: deliver truly unbiased and independent investment solutions backed by rigorous, quality in-house research.

In April 2013, our team formed a strategic partnership with Canadian Western Bank (CWB), which took a majority interest in the firm. The move allowed us to expand while maintaining our boutique roots. As President & CEO of the newly named CWB Wealth Partners, I contributed to the growth and leadership of the bank’s Wealth arm overall, while still growing the CIRO boutique of our business. When National Bank acquired CWB in 2025, our team embarked on a new journey by returning to our boutique roots, now under National Bank Financial. Following our transition to National Bank Financial and the evolution of our partnership structure, we introduced the 801 Wealth name to reflect the enhanced scale, capabilities, and direction of our team.

Today, our purpose is clear: “Stewarding futures with clarity, care, and conviction.”

Having built this firm with my partners over the years and being involved with the selling of M&P business into CWB and then the ensuing transition to National Bank, I am able to draw on this experience to connect with and guide current and retired business owners, family offices, foundations, and small institutions. My expertise has supported clients through multi-generational wealth transfers and changing market cycles, where adaptability and education are key due to the evolving nature of family dynamics. My goal is to simplify the complexities of financial markets, so clients understand not only where their money is, but why it’s positioned that way for a better future.

I attended the University of Calgary and Simon Fraser University, graduating with a Bachelor of Arts in Economics. I also hold the Canadian Investment Manager (CIM) designation, along with my options trading licence.

Beyond the Office

Active by nature, I enjoy golf, downhill skiing, personal fitness, yoga, and travelling with my family. I’ve been involved with Junior Achievement of Southern Alberta, YEO, and The Strategic Coach program. I’m currently part of the MacKay CEO Forums, a professional peer group that brings together results-oriented leaders, executives, and business owners who share a passion for growth and impact.

“We all define our legacy differently. I see my new role in helping make a significant impact in the charitable world.”

My career in wealth management began in the early 90’s, gaining experience with Burns Fry and eventually Nesbitt Burns. But the real excitement came in 1999 when I was part of the team which founded McLean & Partners, a Calgary-based boutique investment firm. Over the years, we’ve flourished by adopting a client-centric approach rooted in independent research. This time-tested formula has been carried forward at 801 Wealth under National Bank Financial Wealth Management.

After over 30 years of advising clients on the investment side, I have shifted gears to lead a new service for our clients with a focus on philanthropy. By combining my designation – Master Financial Advisor in Philanthropy (MFA-P) with my own family planned giving, I now enjoy a renewed career in educating and counselling others so they can formulate a meaningful and impactful giving strategy of their own.

Beyond the Office

I enjoy being active in life, where traveling, skiing, cycling, and golf keep me moving, and my watercolours fuel my creative side. My wife Karen and I love spending time together sharing our many common interests, with our two adult children being the most important ones.