Advisor Profile: Fort Street Wealth Management
Fort Street Wealth Management has been providing comprehensive wealth management services since 1995. Tom McLean, PEng CFP, and Scott Vandewark, BComm CFP, make up this team of two Investment Advisors, with Brenda Glover, Executive Assistant and Anna-Marie Lyons, Branch Manager.
Tom and Scott incorporate comprehensive, holistic Private Wealth Plans in their process, with fee-based managed portfolios and a full range of risk management vehicles within. Their clients are primarily professionals and business owners, with a focus on baby boomers / pre-retirement clients, and many cases include three generations.
Fort Street Wealth Management, one of two Wellington West Capital Inc. offices in Victoria, is located in an award-winning, 1907 heritage building that Tom and Ann McLean purchased in 1993.
Tom made a career shift 13 years ago to financial services, 25 years after graduating from the University of Alberta as a Mechanical Engineer, and a subsequent career in the energy industry throughout Canada and in Saudi Arabia. Living and working in Victoria had been a long-term goal of Tom and his wife Ann, and their children Rob and Keeley, who have recently flown the nest to live in Nova Scotia. Tom has resumed his Dragon Boating career, and also makes sawdust in his spare time.
Scott obtained his BComm degree, also from the University of Alberta, and has lived in Victoria since graduation. He’s been working with Tom for the last 10 years, and finds the team approach to financial planning very rewarding. Scott and his wife Barb have recently renovated a 1912 Craftsman house in Victoria, a 20 minute walk from the office.
Brenda grew up in Victoria, and is happy to be back permanently with her family, after many moves with her husband Mike, a career military man.
To speak with Tom or Scott directly and find out more about how they can assist you with your financial goals, please contact the Fort Street Wealth Management office directly at (250) 475-3698.