As an Investment Advisor at TD Wealth, my team and I use a comprehensive wealth management approach to guide high net worth families in the management and growth of their wealth.
We instill confidence that we are acting wisely on your behalf by taking the time to understand you and your goals. We create custom tailored solutions to pursue and achieve these goals in a risk level that you feel comfortable with. The ongoing management, review and staying disciplined to our objectives is critical to our success.
We help to preserve and grow your wealth using the broad depth of research, experience and knowledge available to us from TD Wealth and it can provide you with a level of comfort that may help you to make informed investment decisions. A few of the investment considerations addressed will involve investing in equities, fixed income, a variety of managed funds, annuities, planning for retirement, planning your estate, business succession planning and charitable giving.
The most important facet of my business is that I want the families I work with to feel that their Investment Advisor advises them of the opportunities and alternatives and manages their financial well-being with integrity and care. I work in this industry because I have a passion for helping people achieve financial security from their hard earned money. I hope and look forward to the opportunity to provide you with the level of service that you deserve.
Helping you achieve your vision of success
At TD Wealth, we believe that each client’s needs are truly unique. Our goal is to offer you the relevant, customized wealth advice you deserve - and we can do that only by fully understanding you. That's why we take a unique approach to understanding you, your family and your values. Whether your needs are straightforward or complex, we're dedicated to delivering tailored, comprehensive, wealth management strategies that are rooted in your goals. We will stay in tune with your needs and help ensure you're on track to achieve the future you envision for yourself. For more information, click on the image below.
The distinct discovery process we use will take you through some behaviour questions and how you really make decisions. And when it's all done, a diagnostic using behavioural finance will take all that information, how we can work best with you and what the next steps are in creating your wealth strategy - prioritized by what matters to you. A wealth strategy which manages the important things like your retirement, your kid's education, your family cottage - not just your money.
Armed with a deep understanding of your priorities and values, we'll work with a core team of specialists to help you achieve your goals. And, as your needs evolve, your wealth strategy will evolve with you. We take our relationship with you seriously – that means we'll be in touch with you on an ongoing basis so we can provide you with the information you need for a successful financial future. And when you need advice, we'll be there with a breadth of knowledge and expertise, along with the personalized attention you deserve.
Going beyond the financial picture
Getting to know what truly matters to you is our top priority. Applying principles of behavioural finance allows me to dig deeper and understand your personality, your goals, your family, and your motivations.