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Mary Ellen Byrne

Senior Portfolio ManagerSenior Investment Advisor

  • CIM®
  • CFP®

Your vision of success will be central to how we will work together

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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.

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: Certified Financial Planner and Certified Investment Manager.

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.  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. 

I enjoy golfing and I am a member of the Ashburn Golf Club in the summer and skiing 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. 

I assist a wide variety of clients including professionals, entrepreneurs, retirees, corporations and 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.

ADDITIONAL CONTACT

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

LANGUAGES

English

Building net worth banner_ENG.JPG
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.

Implementing tax_efficient strategies banner_ENG.JPG
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.

protecting what matters banner_ENG.JPG
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
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Summer 2021 Newsletter
Helping you achieve your vision of success
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Winter 2022 Newsletter
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Winter 2023 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.

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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.

U.S. economy: Signs of resilience help to ease recession worries

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If you're buying, selling or renovating a home this year, there are two real estate tax changes you should know about: a new anti-flipping tax and the multigenerational home renovation tax credit. Julie Seberras, Senior Manager of Wealth Planning Support with TD Wealth, joins Kim Parlee to dig into the details and why they may matter to you.

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Monthly Perspectives: Institution Evolution

If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.

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The 2022 MoneyTalk tax checklist

While it may not be a cause for celebration, any signs of normalcy - even doing our taxes - could be welcome given the uncertainty we’ve experienced in recent months. Here’s a quick guide that we hope will help you as you prepare to file.

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