Josh MacLean, CFP, RIS

Senior Financial Planner at Optimize Wealth Management
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Contact Information
us****@****om
(386) 825-5501
Location
London, Ontario, Canada, CA

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5.0

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Brent Patroch

I've known Josh for a few years now through a networking group and have had the privilege of investing with Josh. He is very knowledgeable and certainly has your best interests in mind. I would highly recommend having a phone call with Josh to discuss opportunities to invest and plan for your future.

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Credentials

  • Certified Financial Planner (CFP)
    FP Canada
    Dec, 2021
    - Nov, 2024
  • Responsible Investment Specialist
    Responsible Investment Association
    Dec, 2021
    - Nov, 2024
  • Canadian Securities Course
    Canadian Securities Institute (CSI)
  • Investment Funds in Canada (IFC)
    Canadian Securities Institute (CSI)
  • Life Insurance Licensed
    Financial Services Commission of Ontario (FSCO)
  • Wealth Management Essentials
    Canadian Securities Institute (CSI)

Experience

  • Optimize Wealth Management
    • Canada
    • Financial Services
    • 100 - 200 Employee
    • Senior Financial Planner
      • May 2022 - Present

      At Optimize, I assist my clients with their financial planning needs while at the same time acting as their main point of contact for any of their client relationship needs, including by ensuring that all investment advice is provided to clients by a Licensed Optimize Representative (Associate Advising Representative or Advising Representative). Together, we look forward to working with you to Set Your Goals and Make Them Happen. At Optimize, I assist my clients with their financial planning needs while at the same time acting as their main point of contact for any of their client relationship needs, including by ensuring that all investment advice is provided to clients by a Licensed Optimize Representative (Associate Advising Representative or Advising Representative). Together, we look forward to working with you to Set Your Goals and Make Them Happen.

  • MacLean Investment Group
    • Canada
    • Financial Services
    • 1 - 100 Employee
    • Managing Partner
      • Apr 2012 - Present

      MacLean Investment Group solely provides insurance solutions. MacLean Investment Group solely provides insurance solutions.

  • Investment Planning Counsel
    • Canada
    • Financial Services
    • 700 & Above Employee
    • Investment Advisor
      • Feb 2015 - May 2022

  • YourCFO Advisory Group Inc.
    • 478 Waterloo St. London, ON. N6B 2P6
    • Investment Advisor
      • Jun 2012 - Feb 2015

  • Worldsource Wealth Management
    • Canada
    • Financial Services
    • 100 - 200 Employee
    • Representative
      • Jan 2010 - Apr 2012

Community

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