Integrity
Teamwork
Client Focus
Product Expertise

Andy MacLaren, M.A., and Clifford McAvity, Vice Presidents and Investment Advisors, have over 60 years of combined Investment Advisory experience.  Linda Patterson joined the team in 2000 as Associate Advisor assisting Andy and Cliff in the areas of Mutual and Segregated Funds, Life Insurance, Living Benefits and Estate Planning.

The team is backed up by two fully qualified Administrative Assistants, Kelly Leaver and Lisa Hay.  Kelly has specialized in Investment Administration and Trading since 1989.  Lisa joined the team in 2006 bringing with her a wealth of knowledge from the Banking Industry.

The MacLaren/McAvity team expanded their existing Grand Bend office in May 2007 and moved to offices at 2-81 Crescent beside the Tourist Information Office.

The team is proud to provide their clients with outstanding personalized service tailored to meet their individual needs.  They are available to meet with clients in the office or in their home or place of business.  They liaise frequently with their client's other professional advisors, including accountants, lawyers and insurance advisors. In addition this team maintains responsibility for the preparation of all necessary tax related information.

The team would be happy to offer an opinion on your current financial position.  We can provide the direction your portfolio deserves.