I love my profession and get tremendous satisfaction from helping people solve complex financial situations and to realize their dreams. The majority of my clients entrust their serious long term wealth with me to protect and grow toward their goals.
Being a Certified Financial Planner (CFP) since 1996 and having more than 30 years of financial consulting working with my clients has enabled me to design execute and the right investment strategies to help my clients meet their financial goals. These may including protecting their assets and incomes, deciding when they can comfortably retire, education funding for their children or grandchildren or to ensure their wealth passes on to the next generation as they wish after providing life income.
My clients work very hard for their money and need someone who understands where they have been and where they want to be in the future. TD Wealth Private Investment Advice offers me one of the widest choices of investment alternatives and expertise in Canada to customize a strategy for each individual client family.
Much can happen on the road to financial security. Allow me to help you develop a long-term investment strategy to get you where you want to go.