Neal MacLean, Investment Advisor,Moncton, NB | TD Wealth

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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.

Part of MacLean Wealth Advisory Group

ADDITIONAL CONTACT

Toll Free: (866) 884-8854
Fax: (506) 853-4397
Branch Office: (506) 853-4374
Branch Fax: (506) 853-4397

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.

Meet The Team

Janelle Sullivan

Client Relationship Associate

Client Service Associate

Client Service Associate

Wealth Considerations

Investment Strategies

Banking and Credit Management

Retirement Planning

Protecting Your Assets

Tax Management

Passing on Your Wealth

Education Funding

Business Succession Planning

Planning for Major Purchases

Charitable Giving

Investment Strategies

An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.

Covered Call Options and their Tax Treatment

Return of Capital

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