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As an Investment Advisor at TD Wealth Private Investment Advice, I have been providing wealth management advice in order to help clients and their families reach their goals since 1999. They feel comfortable knowing they are receiving tailored investment strategies to meet their individual needs. I work with my clients to create customized, personalized wealth and retirement plans to help build and protect their financial futures. My clients enjoy a one on one relationship with me based on trust, communication and a detailed understanding of their needs. By working in together with a team of specialists within TD Bank Group, I address the full scope of investment, wealth and retirement needs, including wealth protection, insurance solutions and estate planning.
I obtained a BA from the Université Laval inQuebec, hold a Personal Financial Planning Certificate as well as an Insurance license. I am fluent in English, French, Spanish as well as Italian. Outside of the office I am an avid supporter of several charitable organizations in my community.
Please contact me to learn how you and your family could benefit from wealth management.
Toll Free: (866) 347-8257
Fax: (613) 783-4075
Branch Office: (613) 782-1270
Branch Fax: (613) 782-1189
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.
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