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Neal MacLean

Vice PresidentPortfolio Manager

  • CIM®
  • CFP®

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

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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.

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.

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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.

What the high-flying loonie could mean for your investments

The Canadian dollar has been hovering near a 6-year high against the U.S. dollar. Kim Parlee speaks with Michael Craig, Head of Asset Allocation, TD Asset Management, about the rise of the loonie, where it’s headed, and possible investment implications.

How an LGBTQ2+ tour operator is surviving the pandemic

Out Adventures saw their bookings vanish when COVID-19 hit. Fortunately they were able to pivot and find success when a new opportunity arrived.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives | 2020, We Hardly Knew Ye

Investors, eager for the spell of 2020 to be lifted, are now turning to a collection of annual outlooks to get a sense of when that's going to happen. Meanwhile, in our little corner of the world, we do our best here to discourage overreliance on such forecasts and instead focus on what we know for sure: how to make decisions when uncertain things occur.

The Risks We Take

Who we are and how we behave can have a big impact on the financial and investing risks we take. Here are a few details from the most recent TD Wealth Behavioural Finance Industry Report, 2021 - A Behavioural Perspective on Risk (the “study”). Consider these findings the next time you talk to your advisor.

Build back better: Ottawa tables multi-billion dollar budget

Ottawa released a federal budget aimed at leading the country through the COVID-19 crisis and to a post-pandemic economic recovery. Kim Parlee speaks with James Marple,  Senior Economist, TD Bank, about the government’s plans to build the economy back.

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