Meet The Team
Associate Investment Advisor
B.A.
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 Associate Investment Advisor, I provide dedicated support to the lead Investment Advisor (IA) by executing the team strategy for investment solutions, client engagement and business development. In my role, I focus on new client acquisition through our discovery and planning process and provide recommended solutions based on the investment philosophy of our lead IA. I also leverage my wealth planning expertise to create goals-based investment plans for prospective clients and existing clients as well as implementing and monitoring our investment management process.
I have been providing tailored wealth management solutions for MacLean Wealth Management Group clients since I joined the team in 1992. 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 client's 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 am not engaging with clients, I like to spend time with friends and family, take cooking classes, hike, bike and snowshoe.
Administrative Associate
BBA
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 Administrative Associate, I provide specialized support to you, our client, as well as the rest of the team. In my role, I am committed to delivering legendary client experiences with courtesy, discretion and professionalism.
I joined the MacLean Wealth Management Group in March 2010. 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 love spending time with friends, family and our two rescue cats Greg and Archie, going to the gym, biking, yoga and practicing pilates. I take great joy volunteering with a local elementary school breakfast program, raising funds for various charities and giving back to my alma matter as a member of the Acadia Alumni Association Board.
Additional TD Specialists
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Estate Planning Advisor
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
High Net Worth Planner
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
Tax and Estate Planner
Tax and Estate Planner
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner.
Business Succession Advisor
Business Succession Advisor
Your experienced Business Succession Advisor of the Wealth Advisory Services team will work with you and your team of external advisors, including lawyers, accountants and business brokers, to help you maximize your business' value, and create and implement a plan for the smooth transfer of your business down the road.
