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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.

Why the Canadian housing boom may not be over

Canadian home sales climbed in September for the first time in 6 months, while prices continued to accelerate. Anthony Okolie speaks with Rishi Sondhi, Economist, TD Bank, about the impact of higher average home prices in the Canadian real estate sector.

Planning for a getaway when you’re ready to travel

After a year and a half of mostly staying put, some Canadians may be planning to re-enter the world of personal travel. When you feel ready to get back on the road or onto an airplane, we’ve got some ideas to help get you there.

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.

UN’s dire warning on climate change. What are the implications for investors?

A landmark U.N. report delivers its starkest warning yet on climate change, calling it a “code red for humanity”. Anthony Okolie talks with Priti Shokeen, Head of ESG Research and Engagement, TD Asset Management, about the opportunities and risks for investors.

Ask MoneyTalk: How can I protect myself when lending money to my kids?

Many moms and dads lend their children money for their first homes. But parents may actually cause harm to their own financial picture if they fail to plan the loan carefully. Kim Parlee talks to Nicole Ewing, Director, Tax and Estate Planning, TD Wealth, about how you can protect yourself and avoid family rifts.
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