Andrew MacLean, Investment Advisor,Kelowna, BC

Phone

Office

Mobile

Office Location

1633 Ellis Street Suite 410 Kelowna, BC V1Y 2A8. map

Connect

Andrew has been with TD Bank Group since 2000 in roles ranging from Senior Management to Investment Advice spanning from Vancouver to Toronto. His extensive experience and knowledge of the services and resources available to high net worth clients has proven to be a valuable resource in structuring comprehensive financial and investment solutions. Working closely with clients and their other trusted advisors, Andrew seeks to find practical solutions tailored specifically to each client’s needs. Well respected for his straightforward approach and honest advice, Andrew thinks long-term and acts accordingly.

As a licensed Portfolio Manager, Andrew is able to offer discretionary investment management services as well as traditional non-discretionary investment advice. Andrew is a graduate of the University of British Columbia, holding a Bachelor of Commerce, Finance Degree and graduated as an Academic All Canadian playing NAIA baseball for UBC. He has completed the Canadian Securities Course and the Professional Financial Planning Course, in addition to obtaining the Fellow of the Canadian Securities Institute (FCSI) and the Certified International Wealth Manager (CIWM) designations. Andrew is also licensed as a life insurance Advisor with TD Wealth Insurance Services. In his free time, Andrew leads an active lifestyle, having recently completed the Whistler Ironman and spends his free time traveling, and enjoying all that the Okanagan has to offer with his young son.

Andrew is a part of CMB Wealth Management – a team of like-minded financial professionals who communicate clearly, think strategically and act decisively. They have varied backgrounds in law, banking and professional sport, so each team member brings a unique perspective and different experience to your shared endeavor: helping you reach your goals. The team believes that effective wealth strategies are built on a foundation of trust, knowledge and experience. They all appreciate the time and hard work that has gone into creating your wealth and they know how important strong, proactive financial leadership is in ensuring that you continue to reach your goals – particularly as your wealth landscape becomes more complex.

CMB Wealth Management is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.

Phone

Toll Free

(800) 414-2224

Branch Phone

(250) 470-3010

Branch Fax

(250) 470-3015

Certificates

B.Comm.

FCSI®

CIWM

Languages

English

Education

University of British Columbia

Your Goals, Our Priorities

We will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.

We'll help you identify your priorities and create a plan to address your specific needs. We can help with:

Protecting your assets
Maximizing your charitable giving
Finding tax strategies and solutions
Arranging your estate and trust planning

Our Services

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

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Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning

What We Do

What to expect when working with us

Initial Discovery

Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.

Seamless Onboarding

We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.

Proactive Reviews

Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.

Polly – Moving forward with the right financial plan

Empowering Polly to achieve financial success

When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.

Nick & Justina – Business owners teaming up with TD Wealth

Putting finances into perspective

As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.

Tailored Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

Women and Investing

Women and investing Wealth is about much more than just numbers and figures. It’s about having the power to do what’s right for you and your family, the freedom to fulfill your dreams, the flexibility to invest in your business and the assurance that you’re prepared for life’s ups and downs. Our aim is to protect and grow your wealth and help you make informed decisions throughout your life.

Retirees / Pre-retirees

Multi-Generational Family

Entrepreneurs / Business Owners

We have helped entrepreneurs make sense of the world’s ever-changing financial markets and adopt tax-effective strategies that will help them reach their goals. Whether you are a young entrepreneur with an aggressive growth target or a seasoned business owner who wants to preserve your assets, generate retirement income and develop a sound succession plan and exit strategy, you have worked hard to build your enterprise. One of the most rewarding aspects of our work is helping business owners like you to enjoy the success of all your hard work.

Your unique goals

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.

Let's Connect

CMB Wealth Management is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.

Your Goals, Our Priorities

Our Services

Investment planning is one of our key strengths and the cornerstone of every wealth strategy

For many, estate planning and preparing for a transfer of wealth can be a difficult subject to discuss.

Transfer your wealth tax-efficiently and according to your wishes with an estate plan.

Retirement is a goal that nearly everyone strives for. However, many have not fully thought through what their retirement will actually look like from a financial perspective. We can help with this.