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TD Wealth Private Investment Advice
I have been providing my clients with comprehensive wealth management solutions for 5 years. My clients include high net worth individuals and small business owners, which require holistic wealth planning and investment advice. I work in collaboration with additional TD specialists to offer a full-suite of wealth management services to my clients, including tax, estate, business succession and investment and wealth strategies. My dedication to exceptional client experiences and innovative financial strategies are the foundations of my business.
I hold the Chartered Investment Management designation, as well as an undergraduate degree from the University of Western Ontario. I spend time outside of work with my lovely wife, Lauren, and daughter, Adalynn. I am also an avid curler throughout the winter months.
Branch Office: (905) 528-4220
Branch Fax: (905) 528-6897