Meet The Team
Client Service Associate
BBA
Client Service Associate
Client Service Associate
Jenny is the cornerstone connecting our clients' individual needs and incorporating them into day to day business practices. With close to 8 years in the field of providing exceptional client experiences, she also brings to the team her extensive knowledge and understanding of Retail Banking from her time spent working in the field. Jenny is responsible for client care and distribution of capital among various other duties. In her spare time she enjoys nature & outdoor adventure activities, keeping health and happiness the focal point in her life.
Client Relationship Associate
CFP®
CIM®
Janelle joined TD Wealth Private Investment Advice in May of 2014 and has quickly become an integral part of the MacLean Wealth Advisory Group. Janelle provides a wide array of operational support including client service, trade order management, new client onboarding, and account maintenance. She is a graduate of the University of New Brunswick having earned a Bachelor of Business Administration (BBA) with a Major in Finance as well as a diploma in Investment Management through the New Brunswick Community College. In her spare time she enjoys running, yoga, volunteering and horseback riding.
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.
Executive Trust Officer
Executive Trust Officer
Your Trust Officer with TD Private Trust provides a full range of Estate and Trust services that includes supporting you with your Will and Power of Attorney for property (POA) planning needs where The Canada Trust Company will act as your executor or attorney, and assisting you when you act as attorney or executor for a family member or friend. Your Trust Officer focuses on building long lasting relationships with you and your loved ones by providing continuity during the implementation of your financial and estate plan. From planning through administration, your Trust Officer supports you in creating a lasting legacy.
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.
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.
