Meet The Team
Investment Advisor
CIM®
Please visit our 72 Wealth Management team site here .
Glenn joined TD Wealth in 2014 with more than a decade’s worth of experience. He witnessed firsthand the Canadian bull market in his early years spurred by the surge in oil prices, the market calamity that then followed during the credit crisis of 2008-09 and the subsequent rebound in global markets for the better part of ten years. He realized that not every client handled those market events in the same way and that the emotional reactions had a far greater impact on their net worth than the actual underlying wealth strategy. That realization sent Glenn on a path to learn everything he possibly could about behavioral finance and wealth mentoring to complement his expertise in financial markets.
Today, Glenn runs a concierge advisory practice dedicated to understanding the person before the numbers. This helps him and his team to produce strong outcomes for his clients in the areas of investment management, family business succession, intergenerational wealth transfer and philanthropic planning. He is passionate about helping clients realize their goals and fulfilling their personal vision of success.
Glenn and his wife Erika have been happily married since 2004 and their daughter Brooklyn keeps them on the go watching her compete in volleyball, ringette, basketball and flag football. The competitive spirit is alive and well in the MacLean household!
French
English
Client Service Associate
B.A. Economics
Apira joined TD in 2012 after obtaining her Bachelor of Economics degree from Concordia University. She was working as an Investment Representative with TD Direct Investing when she made the decision to join 72 Wealth Management working with Glenn in 2014. Apira is responsible for the day-to-day operations of the team, overseeing account administration and client communication. We believe her passion, sound judgement and commitment to delivering exceptional customer service has earned her unwavering trust from our clients.
In her personal life, Apira is very committed to leading a healthy and active life. She is an avid CrossFit athlete, enjoys spending time outdoors and has developed an interest in healthy cooking. Apira and her husband Thaya have been happily married since 2015 and they enjoy travelling and trying new things together as a couple. Apira has a quiet determination that compels her to finish what she starts!
Additional TD Specialists
Tax and Estate Planner
Tax and Estate Planner
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner.
Estate Planning Advisor
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
High Net Worth Planner
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
Wealth Planning Specialist
Wealth Planning Specialist
As a Wealth Planning Specialist on the TD Wealth Advisory Services team, I work collaboratively
with TD Advisors to assist clients in developing a Wealth Plan that is tailored to their goals and
reflects their vision for the future. I work with clients to provide comprehensive wealth strategies,
including determining retirement income needs, identifying tax and estate planning
considerations, leveraging personal life insurance strategies, and identifying tax-efficient
charitable giving strategies.
Executive Trust Officer
Executive Trust Officer
Your Trust Officer with TD Private Trust provides a full range of Estate and Trust services that includes supporting you with your Will and Power of Attorney for property (POA) planning needs where The Canada Trust Company will act as your executor or attorney, and assisting you when you act as attorney or executor for a family member or friend. Your Trust Officer focuses on building long lasting relationships with you and your loved ones by providing continuity during the implementation of your financial and estate plan. From planning through administration, your Trust Officer supports you in creating a lasting legacy.
Business Succession Advisor
Business Succession Advisor
Your experienced Business Succession Advisor of the Wealth Advisory Services team will work with you and your team of external advisors, including lawyers, accountants and business brokers, to help you maximize your business' value, and create and implement a plan for the smooth transfer of your business down the road.
