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Senior Portfolio ManagerSenior Investment Advisor
Working together to help you achieve what truly matters to you
1791 Barrington Street Suite 1700 Halifax, NS B3J 3K9Map
At TD Wealth, we believe that each client’s needs are truly unique. Our goal is to offer you the relevant, customized wealth advice you deserve - and we can do that only by fully understanding you. That’s why we take the time to understand you, your family and your values. Whether your needs are straightforward or complex, we’re dedicated to delivering tailored, comprehensive, wealth management strategies that are rooted in your goals. We will stay in tune with your needs and help ensure you’re on track to achieve the future you envision for yourself.
As an Investment Advisor, my mandate is to help you preserve and grow your wealth though tailored investment solutions. Dedication to exceptional client experiences and innovative financial strategies are the foundations of our business. I will deliver proactive and personal advice, working closely with you to make key decisions about your portfolio that are in line with your goals.
As a Portfolio Manager, I understand the unique needs of High-Net-Worth individuals and families. I can provide investment offerings that are supported by the high caliber and rigour that TD Asset Management Inc. uses with pension funds and foundations. I am committed to building a relationship with trust and confidence and can provide you with access to specialists across TD.
I have been providing my clients with tailored wealth management solutions since 1987. My team with MacLean Wealth Management Group advises affluent investors – including professionals, business owners and retirees. We focus on leveraging our deep knowledge and genuine concern for our clients' well-being to foster long-term relationships, provide a meaningful wealth experience, build comprehensive risk-managed plans and aim to protect and grow your wealth in a tax efficient manner.
When I’m not engaging with clients, I like to spend time with my family, friends, and my two rescue cats Greg and Archie. I also enjoy playing hockey, golf and biking.
Toll Free: 1(844) 832-9335
Fax: (902) 420-8141
Branch Office: (902) 420-3211
Branch Fax: (902) 420-8141
English
BBA in Finance from Acadia University, Chartered Financial Analyst Designation, Professional Financial Planning Designation
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.
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
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