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The MacLeod Group

Working together to help you achieve what truly matters to you

  • 112 Kent Street Suite 201 Charlottetown, PE C1A 1N2Map

The MacLeod Group is a team of experienced wealth management professionals. Our team develops and implements customized solutions for business owners, families and individuals, with the objective of protecting and growing wealth over multiple generations.Through our unique and disciplined approach to wealth management, we have been able to help many clients of vastly different circumstances. Our investment strategy focuses on protection of assets and conservative compounding of wealth over time. We use a value approach emphasizing safety, attractive returns, and predictable price appreciation.  Specialties:Comprehensive financial life planning; custom portfolio management; chief financial officer (CFO) capabilities for high net worth business owners, families and individuals.

The MacLeod 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

Branch Office: (902) 629-7020
Branch Fax: (902) 629-7025

Meet The Team

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.

U.S. jobs rebound: Sustainable or just a blip?

The U.S. labour market has managed to rebound after big losses. Anthony Okolie speaks with Sri Thanabalasingam, Senior Economist, TD Bank Group, about the role of support programs and whether the job turnaround is sustainable.

Banking during lockdown: Four online tools seniors are embracing

More seniors have turned to mobile and online banking during the COVID-19 pandemic. Here are four ways technology has made it easier than ever to manage your money safely at home.

TD Economics

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

Monthly Perspectives | What Now?

What ever happened to certainty? Since February when COVID-19 became a global concern, we’ve experienced unimagined extremes many of which are beyond the confines of this monthly financial market update.

The Soul of the Fed

What’s that sound? That would be the collective sigh of relief emanating from C-suites across the U.S. and around the world yesterday, as executives (and their employees) register the good news that the Fed has delivered.

MoneyTalk - Questions investors are asking amid the COVID-19 pandemic

Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation between Kim Parlee and Brad Simpson, Chief Wealth Strategist, TD Wealth, about the recession, recovery, and finding a bottom for the market.  

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