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What I Offer
• Consolidate and manage it with purpose.
• Build toward long-term income goals.
• Stay aligned with provincial legislation.
• Reduce account complexity and improve investment control.
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Whether you’re growing your wealth or protecting what you’ve built — strategy matters.
I partner with clients ready to move beyond surface-level planning — toward strategy that’s personal, purposeful, and built to last.
📍 Alberta • British Columbia • Ontario • PEI
MDRT Advisor | 12+ Years Experience | 100% Independent
About Logan McLellan
I work with Canadians who have reached a stage where decisions around wealth, tax, and structure matter — and deserve more than generic advice.
With over 12 years of experience and recognition as an MDRT advisor — a global benchmark for the top 1% of professionals in the field — I bring the discipline and insight of an elite advisor to every conversation.
My role is to simplify complexity, align strategy with your goals, and help you make informed, intentional moves with your capital — whether you’re incorporated, managing a pension, or investing personally.
I offer a clear, independent perspective — without the bank bias or product push.
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Disclaimer: Financial planning, Segregated Funds, Life Insurance, and Living Benefits are offered through Logan McLellan, an independent advisor licensed in AB, BC, ON, and PE under the LLQP. Products are provided through licensed insurers. This content is for general information only and does not constitute individual advice.
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