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MacLean Wealth Management Group

Working together to help you achieve what truly matters to you

  • 1601 Lower Water Street 7th Floor Halifax, NS B3J 3P6Map

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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 tomorrow.

Led by Bill MacLean and with over 65 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

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Meet The Team

REQUEST AN APPOINTMENT

You have questions, we have answers. Let's have a quick chat.

Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

U.S. Fed delivers rate cuts and mixed signals

U.S. Federal Reserve cuts rates, but was divided on whether more cuts are coming this year. What does this mean for the markets? Kim Parlee talks with Scott Colbourne, managing director, TD Asset Management.

One problem per visit?

It’s a question I hear from doctors and patients alike. There are so many factors to consider that it arguably becomes impossible to answer. In fact, the best answer to the question of restricting patients to one issue per visit may indeed be: “It depends.”

TD Economics

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

Monthly Perspectives - The Final Act

The recent bout of volatility has brought out both the doomsayers and the dreamers. However, neither reality is an accurate portrayal of the current market environment.

Current Perspectives

Trumps, Tariffs and Trade Wars.

Ask Money Talk - One big family plan

Q: I’ve accumulated enough money to worry how my kids will handle it when I’m gone — how can I prepare them?

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