Understanding
We take the time to understand your needs, dreams and aspirations.
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Office Location
As a Portfolio Manager & Senior Investment Advisor at TD Wealth Private Investment Advice in Mississauga, I have been providing financial advice to clients for over 15 years. I work with affluent individuals, business owners, and their families to build on-going tailored wealth management solutions. The foundation of my service is built on trust and communication. I am committed to providing exceptional service and passionate about building and protecting my clients wealth.
1) A comprehensive discovery and financial snapshot to gain a clear understanding of you.
2) Creating a tailored and comprehensive Wealth Plan and Investment Policy Statement to determine solutions.
3) Implementing the Wealth Plan and Investment Policy Statement designed to your personal risk tolerance and goals.
4) On-going management and review of your strategy to keep pace with changes in your life.
By working in collaboration with a team of specialists within TD Bank Group, we address the comprehensive scope of investment, wealth and retirement needs, including portfolio management, wealth protection, insurance solutions, estate planning and trust services and charitable giving strategies.
Currently, I hold the Chartered Investment Manager (CIM®) designation, Fellow of the Canadian Securities Institute (FSCI®) designation, as well as a Bachelor of Business Administration with Honours degree from Laurentian University. I am licensed to trade in stocks, ETF's, bonds, mutual funds, hedge funds, and money market securities. As well, I am a Life Insurance Advisor through TD Wealth Insurance Services.
Phone
Fax
(905) 501-8231
Certificates
BBA (Hons)
CIM®
FCSI®
Languages
English
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
We start with a deep understanding of who you are, your values and your vision of
success. This means reviewing the financial decisions you’ve made over the years, the
goals you’ve set for yourself in the years to come, and the ways in which these reflect
what is important in your life. To create your personal investment and wealth plan, we
leverage our broad expertise to fit your unique needs.
We take the time to understand your needs, dreams and aspirations.
We summarize our understanding of your financial priorities to make sure you're in agreement.
Our team works together to develop a personal strategy that is designed to help you meet your goals.
We present your strategy to you for discussion and approval.
We work with you to put your strategy into action.
We monitor the progress of your strategy and adjust it to keep pace with any changes in your life.
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.
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Money Talk
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Money Talk
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Gearing up for 2024: Tax and rule changes coming in the new year
As 2023 draws to a close, there are some key changes coming that investors may want to prepare for, including an increase to the TFSA contribution limit for 2024 and adjustments to the Alternative Minimum Tax system. Nicole Ewing, Director, Tax and Estate Planning at TD Wealth, discusses what to expect with MoneyTalk’s Greg Bonnell.
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Federal Budget 2023: What you need to know
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Federal Budget 2023: What you need to know
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Michael Craig on key investing themes to watch in 2024
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