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McLean Financial Group

McLean Financial Group

Wealth and Estate Planning

  • HOME
  • OUR OFFERING
  • OUR TEAM
  • RESOURCES
  • FAQs
  • CONTACT
OUR OFFERING

MFG Financial Services Inc. prides itself on being Financial Planners offering holistic advice during various stages of a client’s life. This could be during the accumulation phase while saving for retirement, the payout phase when at retirement and fulfilling strategies to mitigate risks such as market volatility, and living beyond your “normal” life expectancy. We will also analyze insurance risks.

Clients receive a comprehensive financial plan to get a perspective based on what stage they are at with their retirement goals. These comprehensive financial plans also help those in the retirement stage to start a conversation on cash flow and what to expect for income during their retirement.

OUR SERVICES
OUR TEAM
Andree McLean, CPCA, MFA
Andree entered the financial services industry in 1987 as an agent with Standard Life. She soon was promoted to Management and maintained that role until 1998. At that time she founded Estate Financial Inc, a brokerage house which sponsored over 250 brokers throughout Atlantic Canada and Ontario until 2016 at which time she sold the operation to the Financial Horizons Group. Along with management roles and owning and operating Estate Financial Inc., she has been a trusted advisor for her clients for over 33 years. In addition, she is an owner of Canadian Benefit Professionals which specializes in group employee benefits for companies with less than 100 employees. Luedey Consultants Inc. is another company she is an owner of that concentrates in large market employee consultation and benefits for large corporations, unions, associations and governments. Furthermore, she is an owner of Estate Mortgage Inc. with a specialty in residential and commercial mortgages that houses a network of 30+ mortgage brokers across all of Atlantic Canada. Andree also owns a Guaranteed Insurance/Individual Health Insurance company called Blue Country Insurance with its head office in Newfoundland. In 2004, Andree secured her Certified Professional Consultant on Aging Designation and in 2011 she received her Master Financial Advisor Designation (MFA). She presently sits on the board of directors for a government funded non-profit organization as well as an Artificial Intelligence Company.
CONTACT Andree

TOGETHER, MFG Financial Services Inc. has over 50 years of experience along with exceptional industry experience and designations of the highest order.

OUR RESOURCES
Calculators
Disability Insurance Needs Analysis
Human Life Value
Life Insurance Needs Analysis
Real Life Insurance Stories
RRSP Calculator
Information Links
2018 Tax Facts
Canada Pension Plan
Financial and Consumer Services Commission NB
Financial Planning Standards Council
Old Age Security
FAQs
CONTACT
Andree McLean CPCA, MFA
506-452-6849
Andree@mfgfinancial.ca

494 QUEEN STREET, SUITE 400

FREDERICTON, NB

E3B 1B6

© 2018 MFG Financial Services Inc. | All Rights Reserved