As an Investment Advisor at TD Wealth Private Investment Advice, I have been providing comprehensive wealth management advice and solutions to individuals, small business owners and their families since 1996. I work with my clients to create customized, personalized wealth and retirement plans to build and protect their financial futures.
The cornerstone of my business is one on one relationships with each client, based on trust, communication and a detailed understanding of their needs. By working in partnership with a team of specialists within TD Bank Group, I address the full scope of investment, wealth and retirement needs, including wealth protection and insurance solutions, estate planning and trust services and charitable giving strategies.
I obtained my degree from York University, with a focus on finance. I hold key designations such as the Professional Financial Planner (PFP) and Certified Investment Manager (CIM). I am licensed in Life, Accident & Sickness and Disability Insurance as well. Outside of the office I am an avid supporter of several charitable organizations in my community.
Please call me today to see if you and your family could benefit from my unique approach to wealth management.