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Bill MacLean

Vice PresidentInvestment AdvisorPortfolio Manager

  • PFP®
  • CFA®

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

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, the majority of which are long-term relationships. My goal is to help people like you attach meaningful solutions to your money.

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 is a graduate of Acadia and our son Angus is presently studying at Acadia. Both my wife and I lead active lifestyles, sharing a love of biking, skiing and travel. 


                                         


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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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Helping you achieve your vision of success

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 a unique approach to understanding 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. For more information, click on the image below.

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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: 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.

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

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