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Welcome to the Bridgewater Branch
Helping you achieve your vision of success
At TD Wealth, we believe that each client’s needs are truly unique. Our goal is to offer you the relevant, customized wealth advice you deserve - and we can do that only by fully understanding you. That's why we take a unique approach to understanding you, your family and your values. Whether your needs are straightforward or complex, we're dedicated to delivering tailored, comprehensive, wealth management strategies that are rooted in your goals. We will stay in tune with your needs and help ensure you're on track to achieve the future you envision for yourself. For more information, click on the image below.
A unique discovery process anchored in a deep understanding of you
TD Wealth has developed a unique discovery process that uses behavioural finance theory to uncover the values behind your personal vision of success and help determine what truly matters to you. With a deep understanding of your priorities and values, we'll connect you to the right advisor, who based on your specific needs, will build a team of specialists around you to develop a Wealth Strategy that's as unique as you are. As your needs evolve, so will the services and solutions we can provide. We’ll be in touch with you on an ongoing basis to provide you with advice and information relevant to your unique financial journey. And when you need advice, we’ll be there with the breadth of our expertise and the personalized attention you deserve.
Even the most savvy investors could benefit from understanding their individual wealth personality. Schedule a discovery session with one of our advisors to uncover yours and take the first steps towards developing a wealth strategy that's as unique as you are.
To learn more about how behavioural finance can impact your decision making, read the articles below:
As a TD Wealth Branch Manager, I lead a diverse and inclusive team of Investment Advisors and Portfolio Managers charged with seeking to exceed clients’ needs for asset accumulation, preservation and growth in Nova Scotia and Newfoundland.
Our investment philosophy is based on understanding goals, disciplined planning, insightful advice and effective risk management. This philosophy helps us manage risk and navigate an ever-changing investment landscape.
Prior to my role as Branch Manager, I led the Private Banking, Private Trust, Wealth Insurance Services and Wealth Advisory Services for TD Wealth in Atlantic Canada.
Prior to joining TD, I was with Grant Thornton Chartered Accountants in Halifax.
I live in Fall River with my wife Amy and our two sons.
At TD Wealth, we believe that each client’s needs are truly unique. Our goal is to offer you the
relevant, customized wealth advice you deserve - and we can do that only by fully understanding
you. That’s why we take the time to understand you, your family and your values. Whether your
needs are straightforward or complex, we’re dedicated to delivering tailored, comprehensive,
wealth management strategies that are rooted in your goals. We will stay in tune with your needs
and help ensure you’re on track to achieve the future you envision for yourself.
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Market Commentary
Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.
advisors.td.com/bridgewater
Investing in the next decade: The future is green
The current geopolitical and policy climate suggests sustainability, and specifically green tech, may be a key investment thesis going forward. Kim Parlee speaks with Marko Papic, Partner and Chief Strategist at Clocktower Group, about the big investment themes in the decade ahead.
Looking for light: Mental health during COVID-19
For many Canadians, this winter will present some unique emotional challenges. If you're struggling, here are a few things to consider.
TD Economics
The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia
Monthly Perspectives | 2020, We Hardly Knew Ye
Investors, eager for the spell of 2020 to be lifted, are now turning to a collection of annual outlooks to get a sense of when that's going to happen. Meanwhile, in our little corner of the world, we do our best here to discourage overreliance on such forecasts and instead focus on what we know for sure: how to make decisions when uncertain things occur.
5 super cool facts about your TFSA
Many Canadians love their Tax-Free Savings Accounts and no wonder — they are one of the best tools available to save for your financial goals. Here are five amazingly cool things you may not know about your TFSA.
The 2021 Money Makeover
Many of us will look back on 2020 as a year of great hardship and we may all be eager to turn the calendar and hope for brighter news for the world in 2021. If your finances took a hit or you want a new start for your money, here are 10 things to consider.
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