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The MacLeod Group

Charlottetown, Canada

Achieving financial goals and protecting wealth for generations.

The MacLeod Group helps individuals and families achieve their financial goals through investment planning, wealth transfer, will and estate planning, retirement planning, and business succession. By working closely with clients to understand their priorities and goals, the company provides personalized solutions to protect and grow wealth. With access to expert TD Wealth professionals and risk management specialists, The MacLeod Group offers diversified and risk-balanced investment choices to help clients make informed decisions throughout their lives.

The MacLeod Group worked with

    Wealth ManagementEstate PlanningBusiness Succession
Team Size
2 - 10 people
Hourly Rate
-
Daily Rate
-
Minimum Project Budget
-
Industry Experience
-
Timezones
-
Languages
English, French
Head Office
Charlottetown, Canada

Services and pricing

ServiceMin Project BudgetHourly Rate
Business Services--

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Locations we serve

AddressCountryDirections

112 Kent Street Suite 201, Charlottetown, C1A 1N2

Head office
🇨🇦 Canada Get directions
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