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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.
Branch Office: (902) 629-7020
Branch Fax: (902) 629-7025
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.
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
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