At TD Wealth, we believe that each client’s needs are truly unique. Our goal is to offer you the relevant, customized wealth advice you deserve - and we can do that only by fully understanding you. That’s why we take the time to understand you, your family and your values. Whether your needs are straightforward or complex, we’re dedicated to delivering tailored, comprehensive, wealth management strategies that are rooted in your goals. We will stay in tune with your needs and help ensure you’re on track to achieve the future you envision for yourself. Click on the image below for more information:
Our people, your team
We start with a deep understanding of who you are, your values and your vision of success. This means reviewing the financial decisions you've mace over the years, the goals you've set for yourself in the years to come, and the ways in which these reflect what is important in your life. To create your personal investment and wealth plan, we leverage our broad expertise and will build you a team of specialists to help you achieve your goals.
I am an Investment Advisor, who takes a uniquely personal approach to managing wealth, founded on one-to-one connections, approach-ability and open conversations.
I have spent the past 20 years working directly with the worlds’ largest pension funds and I use my knowledge, experience and expertise to create pension-like portfolios for my clients.
So how does it work….the process begins with an in-depth discussion about your principles, goals, wealth structure, attitude towards financial risk and any financial vulnerabilities. Utilizing TD’s behavioral finance tools we then confirm your wealth personality and identify any financial blind spots.
Once we have identified and aligned on a defined approach, it is my responsibility to address your specific requirements, from short-term cash flow to tax considerations, insurance strategies, and retirement plans through to long-standing generational and philanthropic wishes.
Every recommendation, option and strategy is based on your set of priorities and what is important to you, your business and your day-to-day needs.