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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



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

 

Meet The Team

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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.

Will 5G spark a new “super cycle” in the smartphone industry?

As countries roll out their 5G networks, smartphone makers are betting the latest 5G-enabled phones can spark an upswing in sales that generates billions of dollars for the industry. Anthony Okolie speaks with Vitali Mossounov, Global Technology Analyst, TD Asset Management on his industry outlook.

Your finances in the New Normal

It seems our pandemic lifestyle will be here for longer than we originally thought and we better get used to it. Here's how a well-rounded financial plan can alleviate at least some of the stresses we may face.

TD Economics

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

Monthly Perspectives | What Now?

What ever happened to certainty? Since February when COVID-19 became a global concern, we’ve experienced unimagined extremes many of which are beyond the confines of this monthly financial market update.

The Soul of the Fed

What’s that sound? That would be the collective sigh of relief emanating from C-suites across the U.S. and around the world yesterday, as executives (and their employees) register the good news that the Fed has delivered.

MoneyTalk - Questions investors are asking amid the COVID-19 pandemic

Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation between Kim Parlee and Brad Simpson, Chief Wealth Strategist, TD Wealth, about the recession, recovery, and finding a bottom for the market.  

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