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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.
Branch Office: (604) 541-2075
Branch Fax: (604) 541-2093