Paige Maclean is a Specialist, Endowments and Foundations with Blackmont Capital Inc. She is also an Investment Advisor with Blackmont and is a full business partner with Barry McNicol. Paige has her Professional Financial Planning designation, Certified Senior Advisor (CSA) designation, the Certified Investment Management Analyst (CIMA®) designation and the Accredited Investment Fiduciary (AIF®) designation.
Paige has a strong analytical background and specializes in asset allocation design and monitoring of client portfolios. It is Paige’s responsibility and focus to work with organizations to ensure they have a current Investment Policy Statement that is strictly observed and to develop procedures surrounding a Fiduciary assessment.
Paige prides herself on her continuing education and staying current in the ever changing investment landscape. She is currently enrolled in the Endowment and Foundation certificate program taught by Wharton for IMCA.
CIMA® (Certified Investment Management Analyst) is a trademark of the Investment Management Consultants Association.
AIF® and AIFA® is a tradmark of The Center for Fiduciary Studies and is awarded to individuals who successfully complete initial and ongoing accreditation requirements. |