Understanding
We take the time to understand your needs, dreams and aspirations.
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Office Location
As a Senior Investment Advisor, my mandate is to help you preserve and grow your wealth though tailored investment solutions. Dedication to exceptional client experiences and innovative financial strategies are the foundations of our business. I will deliver proactive and personal advice, working closely with you to make key decisions about your portfolio that are in line with your goals.
Phone
Fax
(416) 308-8725
Certificates
CIM®
B.Comm. (Hons)
Languages
English
Mandarin
Cantonese
Education
University of South Africa
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.
Trending Articles
Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.
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How the U.S. election may play out and what it means for markets
As the U.S. election draws closer, investors will be focused on the potential outcomes and what it could mean for markets. MoneyTalk’s Greg Bonnell discusses with Kevin Hebner, Global Investment Strategist with TD Epoch.
As interest rates decline, is now the time to consider dividend stocks?
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As interest rates decline, is now the time to consider dividend stocks?
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When do you have to pay capital gains tax on gifts?
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When do you have to pay capital gains tax on gifts?
Planning on leaving a large gift to your children or grandchildren? If it includes property or securities, there may be tax implications to keep in mind. Nicole Ewing, Director, Tax and Estate Planning, TD Wealth, joins Greg Bonnell to discuss what Canadians should know and ways you may be able to reduce the tax impact.