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:
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.
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.
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:
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.