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Steve McLean
BA, CIM, FCSI
Portfolio Manager, Associate Director, Wealth Management |
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Phone
Fax
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(780) 497-3238
(780) 497-3233 |
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Toll Free
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1-800-661-7137 |
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Email
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steve_mclean@scotiamcleod.com |
| In an ever-growing managed product marketplace, we provide a unique alternative for those clients who want to construct their own portfolios of equities, bonds, and money market products. Our experience and proprietary equity pricing model allows us to manage client portfolios in a manner that helps them preserve and grow their net worth. |
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Steve McLean is a Portfolio
Manager and Associate Director, Wealth Management. He has a BA in Economics from the University of Alberta, is a Fellow of the Canadian Securities Institute (FCSI), and is a Certified Investment Manager (CIM). He holds his Options & Commodities License and Life Insurance License as well.
He provides investment direction on over 500 million in assets for his clients and has over 15 years of experience creating investment portfolios for corporations, associations and individual investors.
Steve is a frequent guest and host on the open line talk show "Making Money", heard Sundays from 8-9 a.m. on CFCW (790 AM) radio in Alberta.
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Investment Philosophy and Process
Our investment philosophy is rooted in looking for good value in the companies we purchase, but it could more easily be defined as buying good businesses at reasonable prices.
We do our own research using finely honed screening tools to come up with a set of criteria to narrow the large number of available corporations down to a core list of recommended companies and to determine a good price range to buy them in. We are not momentum investors, nor will we buy growth stocks at any price, the price has to be reasonable in relation to the company earnings potential.
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Service Approach
One of the key elements of managing money is to have a very clearly defined business plan that outlines investment parameters. Each client has their own unique set of circumstances and we assist our clients in determining what the goals and objectives for their portfolio are. We educate our clients about historical long term rates of return on various assets and help them gain an understanding of their own risk tolerance.
Our job is to recommend investments that are consistent with the long term goals and objectives of our clients, and to revisit the plan periodically to make sure that we are sticking to what we have outlined.
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Mailing Address
Suite 2000, Bell Tower
10104 103 Avenue
Edmonton, AB, T5J 0H8
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Additional Team Members:
Ron Hiebert, MSc, CIM
Portfolio Manager, Director, Wealth Management
(780) 497-3215
ronald_hiebert@scotiamcleod.com
Carol Hanna-Ackerman
Senior Associate
(780) 497-3243
carol_hanna-ackerman@scotiamcleod.com
Nicole Brenda, BCom
Senior Associate
(780) 497-3229
nicole_brenda@scotiamcleod.com
Maeve Byrne
Senior Associate
(780) 420 2268
maeve_byrne@scotiamcleod.com
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Business Links:
ScotiaMcLeod is not responsible for external websites linked to from ScotiaMcLeod.com.
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