-Management of defined benefit pensions from former employers
-Individual and Family retirement planning
-Conservative Investment strategies
A successful client relationship requires trust, integrity, respect and performance. I have a genuine commitment to provide my clients with reliable and sound investment advice and the highest level of service and communication.
To assist me, I am able to draw on the research produced by TD Securities for Canadian Equities and Argus for US Equities and as well as TD Specialists who can provide expertise in Estate Planning and Insurance. I believe sound investing begins by developing a comprehensive, personalized, investment strategy. I monitor my client’s portfolios on an ongoing basis to manage risk and to help ensure they are appropriately positioned for long-term financial success.
With over twenty two years of experience in the investment industry, I have spent the last sixteen years as an Investment Advisor with TD Wealth Private Investment Advice.
Grieve MacLellan Advisory Group consists of Andrew Grieve, Vice President & Investment Advisor and Paula MacLellan, Vice President & Investment Advisor. Grieve MacLellan Advisory Group is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. TD Waterhouse Canada Inc. is a subsidiary of The Toronto-Dominion Bank.