Skip to main content

Neal MacLean

Senior Portfolio Manager

  • CFP®
  • CIM®

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

jpg .jpg

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.

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

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.

Money Talk

Cut out the noise.
Hear what matters.
Watch our top story now

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

While markets brace for a possible U.S. recession, there are signs of optimism. Thomas Feltmate, Senior Economist at TD, tells Greg Bonnell that resilience in both employment and consumer spending may be indication of a less gloomy outlook than previously expected.

Money Talk Life

Life: your family, money, job, home -- we help you connect the dots.

Planning a winning RRIF strategy

If you're gearing up to retire in the next few years, you might start thinking about your various income sources. Converting your Registered Retirement Savings Plan (RRSP) to a Registered Retirement Income Fund (RRIF) is just one part of the retirement planning puzzle. Georgia Swan, Tax and Estate Planner with TD Wealth, speaks with Greg Bonnell about what to consider when drawing down your RRIF.

TD Economics

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

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.

Do you know someone who would benefit from my services?