Meet The Team
Portfolio Manager
Investment Advisor
CIM®
CFP®
FCSI®
I work as part of the Align Private Wealth Management team at TD, located in the beautiful Niagara Region of Ontario. Our team strives to provides objective and comprehensive financial services to a select group of private clients and businesses. www.alignpwm.com
Our mission is to be your trusted advisors for all aspects of your life. We work hard to simplify our client’s financial lives, optimize their portfolio’s, and ensure they always remain on track with the path we create together. We work with our clients, through each chapter of their lives, ensuring we are always on the same page and never falling behind. We strive to make all aspects of finance easily understandable. Our goal is your comfort!
We offer our knowledge and experience to help you achieve your potential. We will work directly with you and will collaborate with any of your other trusted advisors – accountants or lawyers, when required. You can always trust us to provide a disciplined, comprehensive and guided approach to your life-long, wealth management planning. We want you to feel comfortable talking to us about your dreams, as well as life changes along the way.
We are dedicated to serving our clients with integrity and are committed to the following principles:
- honest, transparent, and open communication
- highly responsive, professional, first-class service
- unbiased and timely advice
- dedication to our belief that "clients interests always come first"
As a Full-Service Investment Advisory firm, we are not restricted to any investment product or service, and work exclusively for the benefit of our clients. We care deeply about helping our investors achieve their goals and objectives, and endeavor to provide them with the highest-quality service and guidance
We look forward to discussing with you how we can become your family's trusted financial advocate. We think you will appreciate the trust and confidence that comes from working with a leading wealth management firm in TD Wealth Private Investment Advice and Align Private Wealth Management.
On a personal note, Tim is happily married to his wife Agnes and has two children, Ella & Cole. In his spare time he enjoys the occasional round of golf.
English
Investment Advisor
Investment Advisor
I work as part of the Align Private Wealth Management team at TD Wealth Private Investment Advice, located in the beautiful Niagara Region of Ontario. Our team strives to provides objective and comprehensive financial services to a select group of private clients and businesses.
We look forward to discussing with you how we can become your family's trusted financial advocate. We think you will appreciate the trust and confidence that comes from working with a leading wealth management firm in TD Wealth Private Investment Advice and Align Private Wealth Management.
Associate Investment Advisor
Associate Investment Advisor
Client Service Associate
Client Service Associate
Client Service Associate
Client Service Associate
Client Service Associate
Client Service Associate
Additional TD Specialists
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Tax and Estate Planner
Tax and Estate Planner
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner.
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Business Succession Advisor
Business Succession Advisor
Your experienced Business Succession Advisor of the Wealth Advisory Services team will work with you and your team of external advisors, including lawyers, accountants and business brokers, to help you maximize your business' value, and create and implement a plan for the smooth transfer of your business down the road.
Estate Planning Advisor
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
Estate Planning Advisor
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
High Net Worth Planner
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
Vice President, Philanthropic Advisory Services
Vice President, Philanthropic Advisory Services
If you're looking for a way to plan your giving more effectively and create a lasting legacy to support the charities that matter most to you, our philanthropic services provide access to the Private Giving Foundation, the first donor-advised fund program launched by a financial institution in Canada. Our TD specialist will work one-on-one with you and your family to incorporate philanthropy into your overall estate and wealth plans, and help you create a legacy that is meaningful to you.
