Education:
Bachelor of Arts, Saint Mary's University, Halifax, Canada
Master of Urban and Rural Planning, Technical University of Nova Scotia (TUNS), Halifax, Nova Scotia, Canada
Languages Spoken:
English
Specialties:
Group Pension Planning, Canadian and US Stock, Fixed Income Securities, Managed Asset Programs (Advance, Blueprint and Quadrant), Mutual Funds, Retirement, Investment, Transition and Estate Planning
Paul, and his team provide comprehensive portfolio services to corporation, trusts and high net worth individuals. Through the BMO Nesbitt Burns Advance, Quadrant and Blueprint managed account programs, he provides his clients with access to world-class professional money managers.
Paul MacLean has been an Investment Advisor with BMO Nesbitt Burns since 1998. He specializes in Managed Money solutions for a wide range of individual and institutional clients. In addition, Paul MacLean is a Group Planning Specialist offering advisory services in the development of Group Pension programs for corporate clients. Prior to joining BMO Nesbitt Burns, Paul worked as a consultant to the Federal Government of Canada and the Province of Nova Scotia on investment programs for the development of technology in Atlantic Canada. Paul is a graduate of Saint Mary’s University and the Technical University of Nova Scotia (DalTech)
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** Mutual fund prices are as per previous day's close. Unlike stock prices they are not updated throughout the day.