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I enjoy working with clients who value professional advice regarding their financial assets. The goal is to provide a 'holistic" approach to wealth management and design customized solutions for individual clients with respect to key areas of:
Trust and Estate Planning
Retirement and Financial Planning
Business Succession Planning
More specifically, In conjunction with a panel of experts at TD, I provide value in the key aspects of:
Charitable giving strategy
With substantial experience in the investment industry (over 16 years working with both institutional and retail clients), I strive to provide the highest level of knowledge and service to my clients.
Branch Office: (604) 482-8400
Branch Fax: (604) 482-8427
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.