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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.

Rate shock rocks stocks: Why markets fear rising rates

Yields on U.S. Treasuries have been rising recently, triggering a sharp selloff in equity markets. Anthony Okolie speaks with Scott Colbourne, Managing Director, TD Asset Management, about what the latest volatility means for your investment portfolio.

Ask MoneyTalk: What can I do now to protect my savings from getting taxed?

If you've been saving diligently in your RRSP over the years, you may not realize you have to pay tax — maybe a significant amount — when you retire and withdraw on those savings. Kim Parlee talks to Treva Newton, a Tax and Estate Planner with TD Wealth, about developing a plan for those taxes now, before it's time to draw on your savings.

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.

5 super cool facts about your TFSA

Many Canadians love their Tax-Free Savings Accounts and no wonder — they are one of the best tools available to save for your financial goals. Here are five amazingly cool things you may not know about your TFSA.

The 2021 Money Makeover

Many of us will look back on 2020 as a year of great hardship and we may all be eager to turn the calendar and hope for brighter news for the world in 2021. If your finances took a hit or you want a new start for your money, here are 10 things to consider.

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