Meet The Team
Senior Portfolio Manager
Senior Investment Advisor
PFP®
CFA
BBA
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 Investment Advisor, my mandate is to help you preserve and grow your wealth though tailored investment solutions. Dedication to exceptional client experiences and innovative financial strategies are the foundations of our business. I will deliver proactive and personal advice, working closely with you to make key decisions about your portfolio that are in line with your goals.
As a Portfolio Manager, I understand the unique needs of High-Net-Worth individuals and families. I can provide investment offerings that are supported by the high caliber and rigour that TD Asset Management Inc. uses with pension funds and foundations. I am committed to building a relationship with trust and confidence and can provide you with access to specialists across TD.
I have been providing my clients with tailored wealth management solutions since 1987. My team with 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’m not engaging with clients, I like to spend time with my family, friends, and my two rescue cats Greg and Archie. I also enjoy playing hockey, golf and biking.
MacLean Wealth Management Group is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
English
BBA in Finance from Acadia University
Chartered Financial Analyst Designation
Professional Financial Planning Designation
Associate Investment Advisor
BA
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.
Client Service Associate
B.A
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 a Client Service Associate, I provide dedicated administrative and specialized support to you, our client, as well as the rest of the team. In my role, I act as the primary contact with regard to account administration and day-to-day client inquiries or issues. I am committed to delivering legendary client experiences with courtesy, discretion and professionalism.
I joined the MacLean Wealth Management Group 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.
Administrative Associate
BBA
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 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 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’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.
Additional TD Specialists
.jpg)
Estate Planning Advisor
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
High Net Worth Planner
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
Tax and Estate Planner
Tax and Estate Planner
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner.
Business Succession Advisor
Business Succession Advisor
Your experienced Business Succession Advisor of the Wealth Advisory Services team will work with you and your team of external advisors, including lawyers, accountants and business brokers, to help you maximize your business' value, and create and implement a plan for the smooth transfer of your business down the road.
