Our Company

MacLEAN & MacLEAN Financial Group Inc. offers a complete range of insurance and investment products and services, including:

Retirement Planning

Where you are today and where you want to be in the future... guiding you through the planning process and implementing your plan year to year until you have achieved your goals. We can help with a full range of financial planning, needs analysis and estate creation services.

Investment Products

Our services include assisting clients to leverage their investments, gain tax advantages, save for university, buy mutual funds, segregated funds or GIC investments. We can also help to plan tax shelters, transfer company pensions, trust company, bank or insurance RRSPs. We can show you how to save taxes with a spousal RRSP. We also promote and strongly believe in Segregated Funds provided by Empire Life.

Estate Planning & Planned Giving

For those clients planning for retirement, we are certified through TD/Canada Trust and Empire Life to provide the vehicles to implement Leveraged Investment Programs. We can also help you plan Registered Retirement Investment Funds (RRIFs) and Lifetime Annuities. We provide complete estate planning services. We can help to protect your assets amd estate from creditors and probate, and help you to plan charitable gifts and bequests.

Residential Mortgages

Commercial Mortgages

Shop the mortgage market (via all the traditional outlets such as main Banks, Trust Companies, etc). If you are in the market for a new mortgage or when it is time to refinance, give us a call and let our associates do the leg work for you.

Life Insurance

Critical Illness Programs

We specialize in Life Insurance and Critical Illness Programs.

We can help you with life, disability and business insurance programs. For individuals and families, we offer personal health & dental care insurance. We can also help you with long term care Insurance, and travel insurance (including Snowbird packages) for your travel convenience. Our small business centre can help with group benefits (Life, Health, Dental and RRSP programs).

We believe that you will be impressed with our new approach and the results. Call us today, 1-888-346-5863 and give us an opportunity to look at your total Insurance and Investment programs. We know we can help!

Our History

Founded in 1978 by Neil and Jo-Anne MacLean, our company was originally known as the MacLean Insurance Agency. In 1997, the agency was restructured and incorporated under it's current name.

Biographies

Neil MacLean is a graduate of Business Administration and Journalism who started in the insurance field in 1978 as an agent with what was then called Mutual Life of Canada (now called "Clarica"). Neil subsequently worked as a Branch Manager with Mutual Life and later as a Regional Manager for The Empire Financial Group.

Jo-Anne MacLean entered the insurance industry in 1985 after having spent several years with Dominion Securities Inc.

Jorden MacLean has recently joined the family business. After completing her studies at the University of Guelph, Jorden worked in marketing, customer relations and business development before deciding to enter into the financial services industry. Jorden holds an Elders Planning Counselor (EPC) designation and is working on several more designations.

Neil and Jo-Anne MacLean serve on numerous industry committees and programs, as moderators for such programs as: Agency Management Training (AMTC); Chartered Financial Planner (CFP); Elders Planning Counselors (EPC). Neil and Jo-Anne hold Life Agent's licenses as well as Mutual Fund licenses.

Neil MacLean, who serves as the Company's Senior Partner and Business Manager, holds a certificate for Officer, Partner and Director (OPD). In addition, Neil has completed the Certified Planning Counselors program (CPC); Registered Health Underwriter program (RHU); and Registered Employee Benefit Consultant program (REBC).

RETIREMENT PLANNING ADVISOR:
TED BUCZEK
President, T. Buczek & Associates Insurance Agencies Ltd.
Guelph, Ontario
http://www.tbuczek.com

FINANCIAL PLANNING:
DIANE PETER FLMI, CFP, CLU, CHFC
Financial Planner,
MacLEAN & MacLEAN
Guelph, Ontario

FINANCIAL PLANNING:
JORDEN MacLEAN
Financial Advisor
MacLEAN & MacLEAN
Guelph, Ontario

FINANCIAL PLANNING:
PETER BAGNULO
Financial Advisor
MacLEAN & MacLEAN
Niagra, Ontario

FINANCIAL PLANNING:
BEN MILLER
Financial Advisor
MacLEAN & MacLEAN
London, Ontario

FINANCIAL PLANNING:
SUSAN CORRIN
Financial Advisor & Group Planner
MacLEAN & MacLEAN
Guelph, Ontario

FINANCIAL PLANNING:
DON McKAY BA, CFP, CLU, CHFC
Managing Partner, Strategic Alliance
Financial Group
Mississauga, Ontario

FINANCIAL PLANNING:
GARY LEVY BA, CLU
Managing Partner, Strategic Alliance
Financial Group
Hamilton, Ontario

SENIOR FINANCIAL ADVISOR:
DOUG CARROLL
BBA, CFP, TEP, JD, EPC
Estate Planning Specialist,
Empire Financial Group
Toronto, Ontario

SENIOR FINANCIAL ADVISOR:
KENNETH KETCHEN CLU, CHFC
MacLEAN & MacLEAN
Financial Group Inc.
Toronto, Ontario

SENIOR FINANCIAL ADVISOR:
RICHARD P. SOMENZI
MacLEAN & MacLEAN
Financial Group Inc.
Mississauga, Ontario

SENIOR FINANCIAL ADVISOR:
JOANNE DA' SILVA CLU, CHFC
MacLEAN & MacLEAN
Financial Group Inc.
Oshawa, Ontario

DISABILITY BENEFIT SPECIALIST:
DON HART RHU
Vice-President - Brokerage, Qualified Financial Services Inc.
Toronto, Ontario

DISABILITY & BENEFITS SPECIALIST:
RICK BASHISTA
MacLEAN & MacLEAN
Financial Group Inc.
Burlington, Ontario

ACCOUNTING & TAXATION:
ROBERT YOUNG CC
President, Young & Company
Halton Hills, Ontario

AMEDEO CONDOTTA
President, Condotta, Merrett And Company Insurance Brokers Inc.
Niagara Falls, Ontario
1-866-337-3006
amedeo@cogeco.net

For a General Insurance quote, contact: Condotta Merrett.