Neal MacLean

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Neal MacLean

Senior Portfolio Manager

CIM®

CFP®

Committed to understanding your needs and helping you achieve your vision of success

Phone

Office

(506) 853-6490

Office Location

860 Main Street Suite 800 Moncton, NB E1C 1G2. map

See Additional Office Locations

As a Portfolio Manager at TD Wealth Private Investment Advice, I provide comprehensive wealth management advice and solutions to individuals, business owners and their families. I work with high net-worth clients to create a detailed written financial plan that enhances their long-term economic success and security.     

My mission is to be the #1 trusted advisor for all aspects of your life.  I work hard to simplify my clients' financial lives, optimize their portfolios, and ensure they always remain on track with their financial plan.  I strive to make all aspects of finance easily understandable.  My goal is your comfort!

I am committed to providing exceptional first class customer service to my clients through honesty, transparency and open communication.  The cornerstone of my business is to be able to provide high level of ongoing professional money management guidance in:

  • Tax savings strategies
  • Investment portfolio optimization
  • Customized retirement planning
  • Comprehensive estate planning strategies
*Some products and services provided in collaboration with TD specialists

With all the uncertainty in the capital markets, many people are understandably concerned about their financial security. Many investors are unsure if they are on the right track and may want a second opinion. If you find yourself in this situation, contact me today for a no fee, no obligation meeting to see how I can help improve your financial plan.

Phone

Toll Free

(866) 884-8854

Fax

(506) 853-4397

Branch Phone

(506) 853-4374

Branch Fax

(506) 853-4397

Certificates

CIM®

CFP®

"Committed to Providing Sound Financial Advice For A Better Tomorrow"

MacLean Wealth Advisory Group

MacLean Wealth Advisory Group

At the MacLean Wealth Advisory Group we offer tailored investment advice and full-service wealth management designed to simplify and enhance your life. We deliver solutions with global scope and insightful expertise, through a deep personal relationship that enables us to truly understand your needs. Our long-term commitment means that our wealth services can grow and adapt with you, your family and your business, as you move through the many distinct phases of your life.