Prior to joining TD Wealth Private Investment Advice in 1999, I spent 13 years as a Senior Investment Advisor with another National Investment firm. With over 25 year experience, I offer my clients a diversified array of financial advice and services. I strongly believe, in order to achieve your personal and financial goals, ultimately your financial independence; there must be a commitment to build and maintain an on-going relationship with you. This involves always taking a closer look at your financial plans. At times employing a passive approach, and other times a more pro-active strategy, but always communicating and understanding your needs at the various stages of your life.
My Personal Mission
To work with you, to understand your current financial position, and to establish a process of growing your financial assets and meeting your investment needs. Your comfort level is critical throughout this process; the greater your comfort, the easier and more enjoyable your decision making process can become.
Your Success Is My Only Business
I believe a relationship built on interdependence and trust is the foundation of our success. By utilizing various investment strategies, I can help you reach your financial goals and needs.
My Five Rules of Future Worth
In the complicated investment environment of today, investors can become overwhelmed with data, decisions, and headline news. I think it is wise to remind ourselves of a few simple strategies.
- Be Invested - The real risk in investing is not being invested.
- Be Goal-Oriented - If you aim nowhere, you’ll hit the mark every time.
- Be Diversified - Never put all your eggs in one basket.
- Be Long Term - Time heals all things.
- Be Advised - Nothing is more valuable than wise advice.