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.
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.