Ev (Evgenia) Mc Lean
About Ev (Evgenia) Mc Lean
Evgenia McLean is an Associate Consultant at Investors Group Financial Services Inc. in Toronto, Canada, with over 15 years of experience in financial planning and a background in equity trading and investment management.
Work at Investors Group Financial Services Inc.
Ev Mc Lean has served as an Associate Consultant at Investors Group Financial Services Inc. since 2009. With over 15 years of experience in this role, she operates from the Toronto, Canada Area. In her position, she collaborates with a team of professionals who possess extensive knowledge in various financial domains, including securities, tax planning, insurance, and estate planning. Mc Lean emphasizes the importance of building relationships with clients and conducting thorough analyses to understand their unique financial goals.
Previous Experience in Financial Services
Before joining Investors Group Financial Services Inc., Ev Mc Lean held several significant positions in the financial sector. She worked as Vice-President of Asian Equities at BNP Paribas from 2001 to 2007. Prior to that, she was a Trader at Loewen Ondaatje McCutcheon for one year, from 2007 to 2008. Additionally, Mc Lean served as Vice-President of International Equity Trading at Sceptre Investment Counsel from 1990 to 2000, accumulating a decade of experience in that role.
Education and Professional Qualifications
Ev Mc Lean completed her secondary education at Lawrence Park Collegiate Institute from 1972 to 1975. She furthered her education at the CFA Institute, where she studied Finance and earned the Chartered Financial Analyst (C.F.A.) designation. This qualification reflects her commitment to maintaining high standards in the financial industry and her expertise in investment analysis and portfolio management.
Client Service Focus and Financial Planning Expertise
In her role as an Associate Consultant, Ev Mc Lean focuses on providing exceptional face-to-face service to her clients. She specializes in areas such as tax minimization strategies, risk management, investment, retirement, and estate planning. Mc Lean believes in the importance of developing strong client relationships and performing in-depth analyses to tailor financial strategies that align with clients' unique objectives. Her approach is rooted in a comprehensive understanding of the financial planning industry, supported by her team's collective experience of over 30 years.