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As an Investment Advisor, my mandate is to help you preserve and grow your wealth though tailored investment solutions. Dedication to exceptional client experiences and innovative financial strategies are the foundations of our business. I will deliver proactive and personal advice, working closely with you to make key decisions about your portfolio that are in line with your goals.
I have been providing my clients with tailored wealth management solutions for over 20 years. All clients have unique needs which require customized financial planning and advice. I work with families, business owners, health professionals, charitable organizations, and church groups to ensure their financial goals are on track.
When I’m not engaging with clients, I like to enjoy time with my family. I try and stay active and healthy. I enjoy working and volunteering with different charitable organizations in my community.
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.
Toll Free: (800) 341-7778
Fax: (506) 646-1127
Branch Office: (506) 646-1120
Branch Fax: (506) 646-1127
Saint Mary's University
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.
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