Hello and THANK YOU for clicking on my bio.
Since 1986 I have been working to deliver sound performance backed by a thoughtful and measured investment philosophy, a competitive fee structure and personalized service.
My process is simple and straightforward. First, I help you define your objectives through a comprehensive life discovery discussion. Then I analyze your unique circumstances to provide you with a personalized strategy, executed using tailored solutions to build and protect wealth, and leave a lasting legacy. My investment philosphy is a Strategic Asset Allocation process.
There is an "Alliance of Strengths" provided by working in collaboration with a team of experts within TD Bank Group who specialize in wealth protection and insurance solutions, estate planning, trust services and charitable giving strategies, all of whom work to grow, protect and enhance our clients’ financial lives.
The Portfolio Manager designation that I have been awarded is only awarded to those individuals who exemplify the firm's highest standards to portfolio management. It allowing me to provide my clients the freedom to making day-to-day decisions for their investment portfolio.
Feel free to call and to set up an appointment to discuss some ideas or let us review your present investments and give you a complimentary second opinion.