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
At the MacLean Wealth Advisory Group we offer tailored investment advice and full-service wealth management designed to simplify and enhance your life. We deliver solutions with global scope and insightful expertise, through a deep personal relationship that enables us to truly understand your needs. Our long-term commitment means that our wealth services can grow and adapt with you, your family and your business, as you move through the many distinct phases of your life.