Skip to main content

Bill MacLean

Senior Investment AdvisorSenior Portfolio Manager

  • CFA®
  • PFP®
  • BBA

Working together to help you achieve what truly matters to you


An investment professional since 1987, Bill leads the MacLean Wealth Management Group in Halifax. Bill is a careful listener and deeply knowledgeable advisor, he focuses on leveraging his experience and perspective to help his high net worth clients achieve their unique financial goals. Bill has been guiding many of his clients for decades, and his goal is to continue fostering those long-term relationships while helping investors create memorable life experiences through meaningful wealth strategies.

Bill earned his Bachelor of Business Administration with a major in Finance from Acadia University in 1985 and holds the Personal Financial Planner (PFP®) and is a Chartered Financial Analyst® (CFA®) Charterholder. He is an active member of his community; he volunteered as a hockey coach for years and has also served on the boards of a number of sports, charitable and investment industry organizations.

Bill grew up in a large Cape Breton family and currently resides in Dartmouth, NS with his wife Moira – whom he met at Acadia University – and their two rescue cats, Greg and Archie. Their two children Madeleine and Angus are also Acadia graduates. Bill leads an active lifestyle and enjoys biking, skiing and travelling with Moira. His personal goal is “to continue to be active, playing golf and hockey well into my 90s!”

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



Web_Buttons_digital_05282019.jpg 

ADDITIONAL CONTACT

Toll Free: 1(844) 832-9335
Fax: (902) 420-8141
Branch Office: (902) 420-3211
Branch Fax: (902) 420-8141

LANGUAGES

English

EDUCATION

BBA in Finance from Acadia University, Chartered Financial Analyst Designation, Professional Financial Planning Designation

 

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.

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

Money Talk

Cut out the noise.
Hear what matters.
Watch our top story now

U.S. economy: Signs of resilience help to ease recession worries

While markets brace for a possible U.S. recession, there are signs of optimism. Thomas Feltmate, Senior Economist at TD, tells Greg Bonnell that resilience in both employment and consumer spending may be indication of a less gloomy outlook than previously expected.

Money Talk Life

Life: your family, money, job, home -- we help you connect the dots.

Planning a winning RRIF strategy

If you're gearing up to retire in the next few years, you might start thinking about your various income sources. Converting your Registered Retirement Savings Plan (RRSP) to a Registered Retirement Income Fund (RRIF) is just one part of the retirement planning puzzle. Georgia Swan, Tax and Estate Planner with TD Wealth, speaks with Greg Bonnell about what to consider when drawing down your RRIF.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives: Institution Evolution

If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.

Do you know someone who would benefit from my services?