McLellan Financial & Pension Services

McLellan Financial & Pension Services Logan McLellan, Advisory X West Inc. www.advisoryx.ca
AB, BC, ON & PEI.

Investments
Life Insurance
Mortgages
Pensions
Severance
Retirement and Estate Planning
Executive Insurance and Retirement Plans

What is a segregated fund?A segregated fund is an investment contract offered by a life insurance company that combines ...
07/28/2026

What is a segregated fund?

A segregated fund is an investment contract offered by a life insurance company that combines professionally managed investments with insurance features.

Understanding how different investment options work is an important part of making informed financial decisions.

đź“ŤProudly serving PEI, Ontario, Alberta & BC.

Markets change. Goals change. Life changes.A periodic review can help ensure your investments continue to align with wha...
07/28/2026

Markets change. Goals change. Life changes.

A periodic review can help ensure your investments continue to align with what matters most to you.

đź“ŤServing PEI, Ontario, Alberta & BC.

Your wealth deserves a strategy—not a one-size-fits-all solution.Whether you’re planning for your family, building perso...
07/26/2026

Your wealth deserves a strategy—not a one-size-fits-all solution.

Whether you’re planning for your family, building personal wealth, or managing corporate assets, having the right strategy can make all the difference.

We provide personalized planning for individuals, families, business owners, and incorporated professionals.

• Personal Wealth Planning
• Corporate Wealth Strategies
• Retirement Planning
• Investment Solutions
• Estate & Legacy Planning

đź“ŤProudly serving PEI, Ontario, Alberta & BC.

Book your confidential consultation through the link in my bio.

Have a LIRA from a former employer?Many Canadians have retirement savings sitting in a Locked-In Retirement Account (LIR...
07/26/2026

Have a LIRA from a former employer?

Many Canadians have retirement savings sitting in a Locked-In Retirement Account (LIRA) and aren’t sure what their options are.

Understanding the rules, your investment choices, and how your LIRA fits into your retirement plan can make a meaningful difference over time.

đź“ŤProudly serving clients across PEI, Ontario, Alberta & BC.

Book your confidential review through the link in my bio.

Address

161 Bay Street
Summerside, PE
M5J2T2

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+19028885742

Website

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