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Senior Investment AdvisorSenior Portfolio Manager
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.
Toll Free: 1(844) 832-9335
Fax: (902) 420-8141
Branch Office: (902) 420-3211
Branch Fax: (902) 420-8141
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.
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
Banking & Credit Management
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Protecting your assets
Asset protection is an ongoing part of a comprehensive financial plan that helps to protect what you’ve worked hard to build.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
Passing on your Wealth
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business Succession Planning
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
Planning for Major Purchases
Planning for major purchases may help you accumulate those items you want now and in the future with the least potential cost of borrowing.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
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