The McCleary Toews Financial Group provides clients and institutions access to investment strategies that are typically only available and utilized by large institutional investors such as the Canada Pension Plan (CPP), Community Foundations and other sophisticated institutions such as the Harvard and Yale Endowment Funds. Our clients gain access to world leading money managers creating a more diversified portfolio and reducing overall risk.

Our investment strategy is evaluated, implemented and monitored based on a ‘best in class' approach. No single investment firm is the best in the world in every category of investment management. Therefore, we conduct a global manager search and bring the leading managers together for each component of a client's portfolio to successfully deliver strong, long term returns. When constructing an individual client portfolio we match the client's risk tolerances, income needs and tax circumstances to the best suited investment managers.

Preservation of capital is the number one concern in our investment process. You have worked hard to create your weath, our goal is to protect it while earning a reasonable rate of return.