Money is a means to an end. A resource that allows us to accomplish the things that we value. At the heart of our client relationships is the fundamental belief and understanding that though we are unique we all share the same core values.
1) No compromise in the lifestyle we wish to have in retirement and no real concern about ever running out of money.
2) Either during our lives or in the form of legacies - the need/desire to be good stewards for younger generations.
3) The ability to fund the education of our children or grandchildren.
4) The ability to provide quality care for ourselves and if necessary to our parents in their later years.
5) The ability to provide a legacy to causes we care or are passionate about.
While our values may be the same, families are unique. As a result, planning and structure to facilitate these values varies from family to family, as do the solutions. One size does not and cannot fit all.
Our disciplined processes work, through a collaborative effort with you. Our role is to help you achieve the picture you have in your head, by simplifying everyday noise back to these core values.
I’m an industry veteran with over 22 years experience
I am a dad to 2 sons
I am a widower
I live in The Beaches in Toronto
I am an avid golfer
I coach hockey in my local community
Your Goals, Our Priorities
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
- Protecting your assets
- Maximizing your charitable giving
- Finding tax strategies and solutions
- Arranging your estate and trust planning
Transfer of Wealth
Will and Estate Planning
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.