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Mary Ellen Byrne

Vice PresidentPortfolio ManagerInvestment Advisor

  • CIM®
  • CFP®

Committed to understanding your needs and helping you achieve your vision of success

What I do

I assist a wide variety of clients including professionals, entrepreneurs, retirees, corporations and not-for-profit organizations.  I love to help people and feel that I am in a great profession to do so.  In times of volatility and uncertainty it is important to have an advisor who listens, is trustworthy and provides sound financial advice that is based on the most important goals and objectives – yours.

My process is simple:  Through a series of meetings I get to know your personal story and your dreams for the future.  After careful research and analysis I design a plan to show how strategically managing and protecting your resources will help get you there.  

You will hear from me and my team often as we monitor your progress and make adjustments for life events and economic conditions when necessary.  I have an amazing network of professionals to assist with all aspects of wealth management such as education, retirement, and estate planning, trust services, income and asset protection, charitable giving strategies, business succession planning and more.  I will be there to guide you through the ups and downs of the roller coaster we call life and I will consistently strive to earn your trust.

About me... 

Having moved from New Brunswick to Nova Scotia in 1988 I have made Nova Scotia my home and feel it is important to give back to it.  Each year my team and I  choose a local charity to support and for a number of years I was on the board of Easter Seals of Nova Scotia; an organization that enables Nova Scotians with physical disabilities to enhance their quality of life by realizing their individual potential. 

On the weekends I enjoy golfing at the Ashburn Golf Club in the summer and skiiing at Wentworth Valley in the winter.  I also enjoy long distance running and in 2005 had the amazing experience of competing in the Boston Marathon. 

Maintaining a high level of education is very important in this ever changing environment and after receiving my Bachelor of Commerce Degree at Saint Mary’s University, I obtained the following designations:  Canadian Securities Course, Certified Financial Planner, Professional Financial Planner, Certified Investment Manager and Canadian Insurance Course.


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ADDITIONAL CONTACT

Branch Office: (902) 420-3211
Branch Fax: (902) 420-8141

LANGUAGES

English

Helping you achieve your vision of success

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We know how important it is to build your wealth so you can enjoy life’s priorities and achieve your vision for the future. Working together we can develop innovative strategies to help grow your net worth by identifying which credit strategies and investment solutions match your current lifestyle and needs. Our team of professionals can work with you to develop an effective plan to help you make your vision a reality.

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You've worked hard to accumulate your wealth and we want to help you to make the most of it. Working closely with you and your tax advisors, we'll create an integrated wealth strategy that will structure your investment portfolio to help reduce tax exposure and keep income available as and when you need it.

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Life is filled with uncertainty and that's why we're committed to delivering advice and solutions to help protect the things you value at every life stage. Whether through comprehensive risk strategies or connecting you with a specialist in trusts, estates and other risk mitigation products, we've got the expertise to create a comprehensive plan that's right for you.

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You are the architect of your legacy and we can help you with the blueprint. We'll collaborate with you to identify your top priorities, from estate planning and trusts to gifting and philanthropy. Our goal? To help you optimize the transfer of your wealth.

Fall 2020 Newsletter

We're redefining private wealth management.

At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

REQUEST AN APPOINTMENT

You have questions, I 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.

Fed rates could stay low through 2023 and beyond

The U.S. Fed keeps its key interest rate on hold while raising its outlook for the economy. But the Fed signaled that low interest rates will last through at least 2023. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the implications for U.S. economic growth.

What options do snowbirds have this winter?

Canadians who used to fly south regularly may be facing a severely altered vacation landscape this year. Chris Gandhu, a High Net Worth Planner with TD Wealth, speaks to Kim Parlee about what options Snowbirds have for their properties this winter. 

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.  

Do you know someone who would benefit from my services?