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Bill MacLean

Vice PresidentPortfolio ManagerInvestment Advisor

  • BBA
  • PFP®
  • CFA®

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. 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 Professional Financial Planning (PFP®) and Chartered Financial Analyst® (CFA®) designations. 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 daughter Maddie is a recent Acadia graduate and their son Angus is currently a student there. 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!”



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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

 

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Market Commentary

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