As a Portfolio Manager at TD Wealth Private Investment Advice, I provide comprehensive wealth management advice and solutions to individuals, business owners and their families. I work with high net-worth clients to create a detailed written financial plan that enhances their long-term economic success and security.
My mission is to be the # 1 trusted advisor for all aspects of your life. I work hard to simplify my clients' financial lives, optimize their portfolios, and ensure they always remain on track with their financial plan. I strive to make all aspects of finance easily understandable. My goal is your comfort!
I am committed to providing exceptional first class customer service to my clients through honesty, transparency and open communication. The cornerstone of my business is to be able to provide high level of ongoing professional money management guidance in:
Tax savings strategies
Investment portfolio optimization
Customized retirement planning
Comprehensive estate planning strategies
With all the uncertainty in the capital markets, many people are understandably concerned about their financial security. Many investors are unsure if they are on the right track and may want a second opinion. If you find yourself in this situation, contact me today for a no fee, no obligation meeting to see how I can help improve your financial plan.
"Committed to Providing Sound Financial Advice For A Better Tomorrow"
MacLean Wealth Advisory 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.