Tel: 450-978-6209

Address

BMO Nesbitt Burns

1400-1675 Grafton St
Halifax, NS
B3J 0E9
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Contact Us

About us

About us

 

Paul MacLean
Investment Advisor & Group Plan Specialist

Tel: 902-496-1173
Email: paul.maclean@nbpcd.com
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For the past 23 years, Paul MacLean has been working with BMO Nesbitt Burns as an Investment Advisor and Group Plan Specialist. He is a graduate of Saint Mary’s University and the Technical University of Nova Scotia. Before joining the firm, Paul was a consultant to the Federal Government of Canada and the Province of Nova Scotia on investment programs for the development of technology in Atlantic Canada.
 
Paul brings with him an ambition that is driven by his clients. He and his family support the Juvenile Diabetes Research Foundation and Team Diabetes Canada because they believe that a community is the foundation that supports each individual in achieving their greatest goals.

Heather MacInnes
Investment Representative

Tel: 902-496-1311
Email: heather.macinnes@nbpcd.com

Heather MacInnes Shaw has worked in the securities industry for 20 years. She is a BA graduate of Kings University. Joining The MacLean Group in 2005 as our Client Service Assistant, she works closely with our clients to provide efficient and timely customer service.

Heather was recognized in 2009 amongst all client service assistants in Atlantic Canada for demonstrating leadership capability and for being a respected, knowledgeable member of the BMO Nesbitt Burns organization.

David Holstead
Investment Associate

Tel: 902-421-6209
Email: david.holstead@nbpcd.com
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David joined The Maclean Group in November 2018 with 37 years of experience providing financial services. He creates a winning combination with Paul Maclean, his brother-in-law of almost four decades. David helps the Maclean Group to serve dental professionals, physicians, medical/dental students, and other healthcare providers who need responsive strategies tailored to fit them and their practices. Several hospitals are within easy walking distance of their office.
 
With a genuine concern for people and a gift for grasping their needs and earning their trust, David builds strategies around a client’s goals rather than shoehorning them into cookie-cutter solutions. He guides healthcare practitioners at every stage of their careers – from managing debt to building a long-term financial plan; accessing Private Banking, insurance, tax, estate, trust, and commercial borrowing services; and planning for a successful practice transition.
 
Prior to joining BMO in 2018, David worked with Scotiabank and for the last 22 of those years, he was a Retail Branch Manager for several offices serving professionals in Halifax and Dartmouth. David earned a Bachelor of Commerce from St. Mary’s University and has completed the required courses to complete the Financial Management Advisor (FMA) program with the Canadian Securities Institute (CSI). He is also licensed to sell Life, Accident and Sickness insurance through the Life License Qualification Program (LLQP).
 
Born and raised in Halifax, David has supported many local community causes and has been Event Lead for fundraisers in support of A Roof Over Her Head women’s shelter. He and his wife have been married since 1984 and have two sons. David leads a very rounded, active life and particularly enjoys hockey and golf.