Business Details
3 Years
experience
Your Trusted Partner for Financial Planning Solutions
At MacLean Rowe Financial, we are dedicated to transforming lives through personalized wealth management strategies. Founded on the principles of integrity and client-centric service, our team of Certified Financial Planners and Chartered Life Underwriters combines cutting-edge digital tools with a human-centered approach to optimize financial outcomes. With over two decades of combined experience in financial services, we specialize in creating tailored plans that align with individual values and long-term objectives. Our independence allows unrestricted access to top-tier financial products, while our extensive referral network ensures comprehensive guidance across all aspects of wealth management.We prioritize transparent communication, using plain language to demystify complex financial concepts and maintain ongoing client education. Our five-step processfrom initial consultation to continuous reviewensures dynamic planning that evolves with clients' changing life circumstances. As proud members of Advocis, we uphold the highest ethical standards in consumer protection and professional development. Our commitment extends beyond transactions to building enduring relationships founded on trust, accountability, and measurable results.
Services
Financial Planning
Retirement Planning
Investment Management
Estate Planning
Tax Planning
Business Planning
Details
- Year established: 2023
Highlights and features
- We offer CFP and CLU certified financial planning expertise
- Our five-step process ensures dynamic, evolving financial strategies
- Unrestricted access to top-tier financial products through independent advisory
- Transparent communication using plain language for complete understanding
- Extensive referral network for comprehensive wealth management solutions
Associations and certifications
- Advocis
What people say
Personalized planning
Transparent communication
Certified experts
Comprehensive solutions
Proactive service
Services
Financial Planning
Our Certified Financial Planners create customized strategies aligned with client values and life goals. We integrate digital tools with personal guidance to optimize financial decisions across all wealth aspects. Our process includes comprehensive assessment, risk management, and continuous plan updates to ensure long-term financial security.
Retirement Planning
We develop tailored retirement strategies considering income sources, lifestyle aspirations, and risk tolerance. Our approach evaluates CPP, OAS, pensions, and investment portfolios to create sustainable income plans. We combine technical analysis with personal values assessment to ensure fulfilling retirement outcomes.
Investment Management
Our investment strategies combine market analysis with client-specific factors to optimize portfolio performance. We provide ongoing monitoring, tax-efficient planning, and regular reviews to align investments with evolving financial goals while maintaining appropriate risk parameters.
Estate Planning
We create comprehensive estate plans to protect assets and ensure smooth wealth transfer. Our services include will preparation, beneficiary designation, healthcare directives, and tax optimization strategies to preserve client legacy according to their specific wishes.
Business Planning
Our business planning services address valuation, risk management, and succession strategies. We help owners develop tax-efficient structures, implement employee benefits programs, and create transition plans to ensure business continuity and personal financial security.
People
Gaire MacLean
Certified Financial Planner
CFP and CLU professional with extensive experience in wealth management and financial planning. Specializes in creating personalized strategies that align with client values and long-term objectives.
Tannis Rowe
Certified Financial Planner
BA graduate and CFP professional with CLU designation. Focuses on comprehensive financial planning solutions for individuals and businesses, emphasizing transparency and client education.
Questions
What financial planning services do you offer?
We provide comprehensive services including retirement planning, investment management, estate planning, tax optimization, and business succession strategies tailored to individual needs.
How do you personalize financial plans?
We use a five-step process starting with discovery meetings to understand your unique circumstances, values, and goals before creating customized strategies.
Are you licensed financial advisors?
Yes, our team includes Certified Financial Planners and Chartered Life Underwriters registered with regulatory authorities.
How often are plans reviewed?
We conduct quarterly portfolio reviews and annual comprehensive plan updates, with additional check-ins available as needed.
Do you work with business owners?
Yes, we specialize in business financial planning including valuation, risk management, and succession strategies.
What areas do you serve?
While based in Vancouver, we provide services to clients across Canada through virtual consultations and local partnerships.
