Keith McLean

Advisor

A Financial Services Executive with a passion for investing and developing solutions for the Canadian wealth management industry. For over 20 years, Keith has successfully developed and managed investment strategies for some of Canada’s largest and most innovative investment managers. Keith is currently a Managing Director with Optimize Capital Partners Inc, a Canadian private equity manager focused on the secondaries market. Prior to this role, Keith was the President and CIO of Sphere ETFs, and was responsible for the creation, management and trading of Sphere’s ETF portfolios. Before joining Sphere, Keith was Head of Equities and Portfolio Manager for GMP Investment Management In this role, Keith was responsible for the overall positioning of the equity portfolios. Previous to this role, Keith served as Portfolio Manager at Investors Group Investment Management, where he managed seven different mutual funds over ten years. Keith also held Analyst and Portfolio Management roles with McLean Budden and New Brunswick Investment Management Corporation. He has a BA from Western University, and MBA from Dalhousie University and is a CFA charter holder.