McLellan Financial & Pension Services

11/05/2025

06/17/2025

PEI Private Wealth for those who expect more.
✔ Investment Management
✔ Tax Strategies
✔ Pensions & Legacy Planning
✔ Corporate Solutions
📍 Discreet. Independent. Proven.
👉 Book your private consultation today.

https://www.advisoryx.ca/loganmclellanfinancialadvisory

05/08/2025

🎉 Exciting news! I’m honored to share that I’ve ranked in the TOP 20 among over 500 mortgage agents and brokers across Canada for April! A huge thank you to all my amazing clients and referral partners for your unwavering trust and support. 🙏🚀🚀

This journey has been nothing short of incredible, filled with achievements—from assisting first-time homebuyers to managing renewals and helping clients optimize their financial strategies.

No matter if you’re a first-time buyer, an experienced homeowner, or an investor tackling unique challenges, I’m here to discover the ideal mortgage solution just for you! 🏡✨

09/22/2024

Grow and protect your RRSP, RIF, LIRA, LIF, TFSA, and FHSA with access to 20+ investment carriers and hundreds of funds. Get expert advice and flexible options tailored to your financial goals.

Contact us today to start investing with confidence!

https://www.advisoryx.ca/privatewealthexperts

06/30/2024

🇨🇦 Happy Canada Day Weekend 🇨🇦

Wishing everyone a safe & wonderful long weekend! 🎆

06/10/2024

We shop the market, so you don’t have to!

Mortgages Brokers & Financial Advisors working together to better serve our clients needs

05/22/2024

New capital gains tax effective in June! This is going to hurt small & medium businesses the most.

AdvisoryX partners with CPAs and lawyers across Canada to help you adapt and maximize your wealth & invest back into your business.

📧 [email protected]
🌐 www.advisoryx.ca

Serving: Alberta, British Columbia, Ontario & PEI

05/21/2024

RRSP VS LIRA.

Message us today to find out your options!

11/10/2023

The key differences between an RRSP & LIRA 👇

08/29/2020

We are now making corrective payments related to deceased benefit recipients who, between 2003-2010, received a disability pension or certain related benefits that we administer. If you are the legal representative of the estate of a deceased benefit recipient, please contact us. If you are legally entitled to inherit the assets of a deceased benefit recipient, you may apply to receive the corrective payment. https://www.veterans.gc.ca/eng/about-vac/news-media/alerts

03/31/2020

We are fully remote and at your finger tips. If you would like to chat Investments, drop me a message.

We have been working with clients on a day to day basis while we weather this storm; actively reviewing their portfolios and having positive discussions.

You can also reach me at my direct line-
902-888-5742 (no hold times 😉)