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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 preserve and grow your wealth using the broad depth of research, experience and knowledge available to us from TD Wealth and it will provide you with a level of comfort that will allow 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 the families I work with 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.
Toll Free: (855) 258-0021
Fax: (204) 988-2757
Branch Office: (204) 988-2748
Branch Fax: (204) 988-2757
Our approach to discovery is in-depth – we apply principles of behavioural finance to dig deeper and understand your wealth personality, your goals, your family, and your motivations – because your success can’t be understood with just a set of numbers.
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.