As an Investment Advisor with TD Wealth Private Investment Advice (TD Wealth) I can assist clients in all aspects of wealth management, engaging TD Specialists as needed. I provide investment strategies and navigate individual and corporate investors through investment and financial planning decisions.
I have been an advisor with TD Wealth since 2006. I have a Bachelor degree in Economics from the University of Victoria, and a Master of Business Administration from Queen's University. I also hold the Certified Financial Planner (CFP) designation and I am a Life Insurance Advisor with TD Wealth Insurance Services.
With my investment experience and education, I develop comprehensive and diversified investment portfolios to participate in market gains while helping reduce downside risk and taxes. Additionally, I ensure all clients have a detailed financial plan which is then used as a blueprint to develop the investment strategy. The financial plan can focus on such areas as retirement planning strategies, estate planning strategies, Insurance strategies, education funding and business succession planning strategies.
My commitment is to build long-term relationships with my clients by providing regular communication and sound investment advice. Ultimately, my goal is to help my clients achieve financial security.
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
Transfer of Wealth
Will and Estate Planning
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.
The Latest at TD Asset Management
To tailor to a client's evolving needs, we have access to the expertise at TD Asset Management. This strategic relationship allows us to deliver legendary client experiences, comprehensive solutions, and timely advice when clients need it most. TD Asset Management Inc. (TDAM) is a leading asset manager in Canada with an expanding global presence.
At TD Asset Management Inc. (TDAM), we understand the importance of tax planning to investors. There are many tax-efficient investment vehicles available to Canadians to help maximize after-tax income and grow their investment portfolios. Read more here.
Many investors let their emotions guide their investment decisions, which may lead them to buy or sell at inopportune times. Emotionally-driven decisions can have a significant impact on your portfolio. Read more here.
Geopolitical conflict, rising interest rates and record inflation heightened recessionary risks for many economies as financial conditions became increasingly constrained. Read the year in review.