Understanding
We take the time to understand your needs, dreams and aspirations.
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As a Portfolio Manager, I understand the unique needs of High Net Worth individuals and families. I can provide investment offerings that are supported by the high caliber and rigour that TD Asset Management Inc. uses with pension funds and foundations. I am committed to building a relationship with trust and confidence and can provide you with access to specialists across TD.
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CIM®
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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 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.

Investment Planning
Retirement Planning
Transfer of Wealth
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.
Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

As you develop your career as a physician or dentist, beginning with medical or dental school, through your residency and specialization training—on to being part of your own practice and retirement, TD is here to help with professional financial services for every step of your professional journey.

Getting an inheritance? Don't be caught off guard. Find out how you can prepare for it.

It's never too early nor too late to start thinking about tax efficiency.
To ensure that you're up to date on timely tax-related considerations, I've included an article for your viewing. If you'd like to discuss any of the topics raised in further detail, I'd be more than happy to schedule some time for us to speak.
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Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.
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