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Passion. Professionalism. Performance.
My team is a group of conservative, disciplined wealth management professionals acting for high-net-worth individuals and their families, holding companies, small business owners, trusts and charitable foundations.
We provide wealth management that embraces far more than day-to-day investment advice:
Standing at the heart of our practice is the one-on-one relationship we build with each client. That relationship is based on, and driven by, a strong level of personal trust, communication and understanding.
Our clients expect and receive exceptionally personalized investment advisory services. Like you, they expect competitive investment returns where capital preservation, security, and the prudent management of risk, is fundamental.
We will be your single point of contact supported by the vast resources of other TD specialists, bringing you the expertise, experience and answers you need. We can link you to various specialists in Private Banking, Estate Planning, and Philanthropic Giving, to name a few. We will collaborate with you and these trusted professionals to create your unique investment and wealth plan.
Our Wealth Management Philosophy
Our team recognizes that every investor has unique objectives. We build client portfolios in a way that reflects a painstaking grasp of the precise personal and professional situation - and long term financial and wealth accumulation goals - of every individual and organization we advise.
We believe in detailed portfolio performance reporting, including month-end statements and interim reports. Our objective is to construct a finely tuned, growth-oriented portfolio.
Always very accessible to our clients, we expect to participate in timely personal client meetings to track portfolio performance and orchestrate necessary portfolio adjustments and re-balancing.
The principle of informed client decision-making is fundamental to the way we do business. That is why all our clients receive regular newsletters and invitations to attend special seminars on a wide range of investment subjects presented by knowledgeable guest speakers.
We are committed to the delivery of strong long-term investment performance. Our goal is to preserve capital, protect assets and build wealth.
Toll Free: (800) 842-6685
Fax: (514) 842-5575
Branch Office: (514) 289-8400
Branch Fax: (514) 289-0032
Chinese, Cantonese, English, Mandarin
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.