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MacLean Wealth Management Group

Working together to help you achieve what truly matters to you

  • 1791 Barrington Street, Suite 1700 Halifax, NS B3J 3K9Map



Your guide to a meaningful wealth management experience

At MacLean Wealth Management Group, we believe our ability to listen and uncover what matters to you most, is what sets us apart. With that insight, we also believe that we are equipped to help you live the lifestyle you want today while achieving your vision of success. 

Led by Bill MacLean and with over 84 years of combined experience, our team advises affluent investors – including professionals, business owners and retirees – throughout Nova Scotia. We focus on leveraging our deep knowledge and genuine concern for clients’ well-being to:

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Deep Discovery

By taking you through TD's  distinct Discovery process, which applies principles of behavioural finance theory, we can uncover the values behind your goals, identify your wealth priorities and create a wealth strategy that's as unique as you are. 

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Goals-based wealth management

Our rigorous and comprehensive investment style focuses on building, growing and preserving your capital, using a balanced approach to money management with a keen eye on risk management.  Through goals-based planning, we measure your returns against your own unique objectives rather than market benchmarks.

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Collaboration with TD specialists

We work closely with a network of TD specialists to draw upon the vast resources of TD Bank Group to bring you tailored high net worth planning in the areas of:

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MacLean Wealth Management Group is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc., which is a subsidiary of The Toronto-Dominion Bank. 

ADDITIONAL CONTACT

Branch Office: (902) 420-3211
Branch Fax: (902) 420-8141

 

Meet The Team

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Market Commentary

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Money Talk

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U.S. economy: Signs of resilience help to ease recession worries

While markets brace for a possible U.S. recession, there are signs of optimism. Thomas Feltmate, Senior Economist at TD, tells Greg Bonnell that resilience in both employment and consumer spending may be indication of a less gloomy outlook than previously expected.

Money Talk Life

Life: your family, money, job, home -- we help you connect the dots.

Planning a winning RRIF strategy

If you're gearing up to retire in the next few years, you might start thinking about your various income sources. Converting your Registered Retirement Savings Plan (RRSP) to a Registered Retirement Income Fund (RRIF) is just one part of the retirement planning puzzle. Georgia Swan, Tax and Estate Planner with TD Wealth, speaks with Greg Bonnell about what to consider when drawing down your RRIF.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives: Institution Evolution

If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.

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