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Since joining TD Bank Financial Group in 1998 I have seen many changes; individuals’ goals have become more dynamic, markets have become more complex, and the amount of investment information available is at a staggering level. More than ever, I believe investors need to partner with professionals who can help develop a realistic investment and wealth strategy, navigate the complex markets and filter through relevant information to help make their dreams a reality. I work closely with my clients, their families and their businesses to understand what they want to achieve during their lifetime. Based on these aspirations we work together to build an achievable investment and wealth strategy to help make each goal a reality.
To develop the most appropriate solutions to help you meet your financial goals, I am able to work with a team of professionals housed at TD’s Yonge & St. Clair location. Collectively, we specialize in 11 critical wealth management considerations that may affect your future.
The specialists I may work with to satisfy your needs include:
I hold the Certified Financial Planning Designation (CFP) and Certified Investment Manager (CIM) designation. Outside of the office I am an avid supporter of several organizations in my community.
Please call me today to see if you, your family or business could benefit from my unique approach to wealth management.
Toll Free: (855) 682-8358
Fax: (416) 944-7175
Branch Office: (416) 982-4000
Branch Fax: (416) 308-8722
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.