Meet The Team
Senior Portfolio Manager
CFP®
CIM®
BBA
As a Portfolio Manager at TD Wealth Private Investment Advice, I provide comprehensive wealth management advice and solutions to individuals, business owners and their families. I work with high net-worth clients to create a detailed written financial plan that enhances their long-term economic success and security.
My mission is to be the #1 trusted advisor for all aspects of your life. I work hard to simplify my clients' financial lives, optimize their portfolios, and ensure they always remain on track with their financial plan. I strive to make all aspects of finance easily understandable. My goal is your comfort!
I am committed to providing exceptional first class customer service to my clients through honesty, transparency and open communication. The cornerstone of my business is to be able to provide high level of ongoing professional money management guidance in:
- Tax savings strategies
- Investment portfolio optimization
- Customized retirement planning
- Comprehensive estate planning strategies
With all the uncertainty in the capital markets, many people are understandably concerned about their financial security. Many investors are unsure if they are on the right track and may want a second opinion. If you find yourself in this situation, contact me today for a no fee, no obligation meeting to see how I can help improve your financial plan.
Portfolio Manager
Senior Investment Advisor
BBA
CIM®
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.
English
French
Investment Advisor
CFP®
CIM®
As an Investment Advisor, my mandate is to help you preserve and grow your wealth through tailored investment solutions. Dedication to exceptional client experiences and innovative financial strategies are the foundations of our business. I will deliver proactive and personal advice, working closely with you to make key decisions about your portfolio that are in line with your goals.
Client Relationship Associate
Client Relationship Associate
Janelle joined TD Wealth 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 Bachelors degree in Finance (BBA) 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.
Client Service Associate
Client Service Associate
Erin has over 20 years’ experience in the in the customer service industry having held past positons at Exxon Mobil and Bell Aliant prior to joining TD Wealth in 2011. Erin earned her MBA at the University of New Brunswick and provides a wide array of operational support to clients at MacLean Wealth Advisory Group. In all aspects of her career, Erin has focused on delivering the highest level of client service. She lives in Riverview with her husband and in her spare time enjoys photography, greyhounds and travelling.
Client Service Associate
Client Service Associate
Jenny is the cornerstone connecting our client’s individual needs and incorporating them into day to day business practices. She 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.
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.
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.
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.