As VP & Wealth Advisor with TD Wealth Private Investment Advice, I am privileged to lead a team of financial experts who are passionate in providing comprehensive wealth management advice and solutions for individuals, business owners and their families.
We deliver a customized wealth plan for each household’s unique situation. With their customized financial plan, our clients are able to focus on other areas of their personal lives with greater security. Our commitment is to help our families maneuver through their financial stages of life with comfort and peace of mind.
Our clients have told us that they value our expertise in the areas of investment, estate, retirement, business succession and tax planning. We work closely with accountants, lawyers, and bankers to ensure our families receive expert advice on areas that are important to them.
I have been committed to working with Families since 1998 with TD Wealth and obtained my CFP (Certified Financial Planner) designation in 2003. Outside of work, my wife and I enjoy spending time with our 3 young children at their swimming, hockey and dance classes. We absolutely love great outdoors that Calgary and surrounding area has to offer.
At TD Wealth Private Investment Advice, we offer you a complete range of investment and wealth management services. We recognize that financial needs vary throughout your life and that your personal goals evolve over time. We’re here to help you take care of all your wealth considerations so that you and your family can enjoy peace of mind during any of life’s transitions.
To learn more about investment and wealth management strategies, click on any of the wealth considerations below or contact us for more details.