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Bill MacLean

Portfolio ManagerVice President

  • CFA®

"Working together to help you achieve what truly matters to you"


Bill MacLean, CFA®

Vice President, Portfolio Manager, and Investment Advisor

MacLean Wealth Management Group

TD Wealth Private Investment Advice


My primary role is to bring my 31 years of Wealth Management knowledge and perspective to you. I am a seasoned and accredited Portfolio Manager, advising high net worth clients. I have forged many long-lasting relationships. My greatest accomplishment is to help people like you attach meaningful solutions to your money.

I earned my BBA in Finance from Acadia in 1985, my Chartered Financial Analyst Designation in 1997, my Financial Planning Designation in 2004 and my Portfolio Manager title in 2010.

I am an active member of my community, having coached hockey for years and served on several boards related to sports, the investment industry and various charitable organizations.

I grew up in a large Cape Breton Family and currently reside in Dartmouth with my wife Moira, whom I met at Acadia University, and our two rescue cats Greg and Archie. Our daughter Maddie graduated from Acadia and our son Angus is presently studying at Acadia. Both my wife and I lead an active lifestyle, sharing a love of biking, skiing and travel. My personal goal is to keep biking, playing hockey and golf until I am 90!


                                         


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TD Wealth Private Investment Advice
Financial solutions based on your unique needs

Our team offers a consistent and personalized investment process to help simplify your life and help you achieve what truly matters.

We utilize TD's proprietary Discovery Process to understand who you are, your values and your unique needs. We will actively listen and gather in-depth information to establish a clear understanding of your priorities so that we can meet your needs for the wealth you have earned.

We take an integrated approach, bringing in other TD specialists as required, to develop your customized wealth strategy. We have access to specialists in retirement planning, tax efficient strategies, business succession planning advice, private banking optimization, customized credit, estate and trust service, asset protection strategies and philanthropic planning.

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MacLean Wealth Advisory Group 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

ADDITIONAL CONTACT

Toll Free: (866) 242-6525
Fax: (902) 420-8141
Branch Office: (902) 420-3211
Branch Fax: (902) 420-8141

LANGUAGES

English

Our approach to discovery is in-depth – we apply principles of behavioural finance to dig deeper and understand your wealth personality, your goals, your family, and your motivations – because  your success can’t be understood with just a set of numbers.

    We're redefining private wealth management.

    At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

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