MacLean Wealth Management Group

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 the time to understand 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. 

As an Associate Investment Advisor, I provide dedicated support to the lead Investment Advisor (IA) by executing the team strategy for investment solutions, client engagement and business development. In my role, I focus on new client acquisition through our discovery and planning process and provide recommended solutions based on the investment philosophy of our lead IA. I also leverage my wealth planning expertise to create goals-based investment plans for prospective clients and existing clients as well as implementing and monitoring our investment management process. 

I have been providing tailored wealth management solutions for MacLean Wealth Management Group clients since I joined the team in 1992. MacLean Wealth Management Group advises affluent investors – including professionals, business owners and retirees. We focus on leveraging our deep knowledge and genuine concern for our clients' well-being to foster long-term relationships, provide a meaningful wealth experience, build comprehensive risk-managed plans and aim to protect and grow your wealth in a tax efficient manner.

When I am not engaging with clients, I like to spend time with friends and family, take cooking classes, hike, bike and snowshoe.

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 the time to understand 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.

As an Administrative Associate, I provide specialized support to you, our client, as well as the rest of the team. In my role, I am committed to delivering legendary client experiences with courtesy, discretion and professionalism.

I joined the MacLean Wealth Management Group team in March 2010. MacLean Wealth Management Group advises affluent investors – including professionals, business owners and retirees. We focus on leveraging our deep knowledge and genuine concern for our client's well-being to foster long-term relationships, provide a meaningful wealth experience, build comprehensive risk-managed plans and aim to protect and grow your wealth in a tax efficient manner.

When I’m not engaging with clients, I love spending time with friends, family and our two rescue cats Greg and Archie, going to the gym, biking, yoga and practicing pilates. I take great joy volunteering with a local elementary school breakfast program, raising funds for various charities and giving back to my alma matter as a member of the Acadia Alumni Association Board.

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 the time to understand 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.

As an Administrative Associate, I act as the primary contact with regards to account administration and own all clerical and administrative functions to support our investment advisors/portfolio managers practice.

I joined the MacLean Wealth Management Group team in December of 2021. MacLean Wealth Management Group advises affluent investors – including professionals, business owners and retirees. We focus on leveraging our deep knowledge and genuine concern for our clients' well-being to foster long-term relationships, provide a meaningful wealth experience, build comprehensive risk-managed plans and aim to protect and grow your wealth in a tax efficient manner. 

I earned my BA in 2010 and am committed to furthering my education in the financial services industry through courses provided by the Canadian Securities Institute. I have successfully completed the Conduct and Practices Handbook Course (CPH®), am currently working towards completing the Canadian Securities Course (CSC®) and have plans to pursue the Wealth Management Essentials (WME®) course in the coming months.

When I’m not engaging with clients, I enjoy getting outside with my dog, trail running across Nova Scotia, furthering my other passion as a Sommelier by tasting new wine, and playing ultimate frisbee.