Save
Spend
Success
Setting clear, personalized financial plans to achieve and navigate our clients Wealth Management goals.
FREE Confidential Financial Plan
Expertise
With over 30 years of experience, Mike McLaren is a Partner at Equity Associates Inc. as an independent financial consultant. Mike has his CPCA and CEA designations. Mike has been a long term member of Rotary International. Rotary helps, local, provincial, national and international worthy non profit needs.
Mike has been licensed in the Wealth Management business as an Investment and Pension Expert.
Professionalism
If you are Business owner, professional, preretirement or retired and you are serious about Wealth Management we want to help you achieve your goals and live your dreams.
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What our clients are saying about us…
Mike has always impressed me as a thoughtful and honest man and I thank him for guiding us through the last couple of years. Without his wisdom, financially we would not be where we are today.
Mike and Muriel Moynes. Retired GM and Retired Messier-Dowty.
Save – strategically
Save FIRST! Use a customized strategy that is tax sensitive.
Spend – wisely
You must gain control over your money or the lack of it will forever control you.
Dave Ramsey.
Live your – Success
Peace of mind is our clients goal. Succeed by living a balanced life and delegate the rest to your trusted advisors.
Questions? Click on Contact Us or give us a call to schedule a meeting.
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McLaren Wealth Management 