Warren Preece
Senior Investment Advisor
CFP®
CIM®
Wealth management that evolves as your needs, priorities and circumstances change over time
Phone
Office Location
For more than 15 years, I have been working with individuals, families and businesses to provide integrated solutions for a complete range of services to align with your specific values and goals. Working with a network of experienced professionals at TD, I am committed to providing sophisticated and personalized investment management solutions designed to simplify wealth management for my clients.
We are proud of our wealth management process which begins with a client-centric approach of understanding your needs, exploring your priorities and long term goals by dedicating time towards in-depth ongoing discussions. My commitment to you is:
- Accountability -- Integrity , trust and full transparency
- Knowledge -- Straightforward and knowledgeable advice
- Teamwork -- A collaborative approach to planning
Having earned the Certified Financial Planner (CFP®) designation from FP Canada, I am keen about working with multi-generational enterprising families. Our only vision is your success.
Phone
Fax
(905) 665-8029
Certificates
CFP®
CIM®
Your Goals, Our Priorities
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
- Protecting your assets
- Maximizing your charitable giving
- Finding tax strategies and solutions
- Arranging your estate and trust planning
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