Having been a member of TD Bank Financial Group since 2002, the cornerstone of my business is the one on one relationship I form with each client.
I’ve developed a comprehensive approach to help clients determine accurate goals and objectives in relation to their wealth. With your input I will then work to build a customized Financial Plan and Investment Policy Statement ensuring you can stay on track and monitor your progress.
Many of my clients are small business owners, retirees, and those nearing retirement.
Other clients have sold a property, received an insurance settlement, inherited money, sold a business, simply accumulated savings or have faced a difficult decision regarding the transfer of a company pension plan.
Solutions I provide to clients typically include:
- Detailed and customized Retirement Income Plans
- Estate preservation and Maximization Plans
- Dividend Paying Equities
- Mutual Funds
- Guaranteed Investment Certificates
- High Interest Cash and Savings Accounts
- Other Fixed Income Solutions
- Segregated Funds
- Insured Annuities
- Other insurance solutions such as Life and Critical Illness Insurance