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I have been an Investment Advisor with TD Wealth Private Investment Advice since 1995. During this time, I have developed valuable relationships with long term clients and appreciate the opportunity to participate in their financial and personal success.
It has been a pleasure to provide my clients with comprehensive wealth management advice to ensure that their financial future is secure. I work with my clients to develop a personalized financial plan with a pro-active investment strategy that is sensitive to investment opportunities and risk management.
By working in partnership with a team of experts within TD Bank Financial Group, I address the full scope of investment, wealth and retirement needs, including wealth protection, insurance solutions, estate planning and trust services and charitable giving strategies.
I have worked in the finance and investment industry since 1980 and I believe my past experience provides valued insights and knowledge in investment management and portfolio strategies.
I look forward to the opportunity to discuss your financial future and lifetime objectives.
Toll Free: (800) 598-0022
Branch Office: (250) 470-3010
Branch Fax: (250) 470-3015
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.