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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.

Fed holds on rates, but says economy making progress despite pandemic fears

The U.S. Fed keeps its key interest rate near zero and signals it's still business as usual for its massive bond-buying program. Anthony Okolie speaks with James Marple, Senior Economist, TD Bank, about the Fed’s outlook.

Ask MoneyTalk: Will I be taxed on my inheritance?

Getting an inheritance from a loved one may be bittersweet but it may be awkward if a tax bill comes attached. Kim Parlee talks to Georgia Swan, a Tax and Estate Planner with TD Wealth, about some options around inheritances and why the CRA may wish to claw some funds back.

TD Economics

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

Monthly Perspectives - June 2021

With vaccination rates rising and case counts falling, investors can finally see a clearing up ahead — the proverbial light at the end of the tunnel.

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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