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I am an Investment Advisor with TD Wealth Private Investment Advice working proactively in a team that brings two generations of experience to our clients to help manage and oversee their full wealth planning process as both their investment advisor and financial quarterback.
I am a graduate of the prestigious Richard Ivey School of Business with an Honours Business Administration degree (HBA). I also speak English, French and conversational Cantonese.
My team and I have a strong understanding of pension plans and its various retirement and termination options, specifically Ontario Power Generation and General Motors.
We address our clients’ concerns by getting to know them on a personal basis and then focusing on 11 key wealth management areas that our clients find address a majority of all their financial concerns. What separates us is our clients have access to a team, so there is continuity and a succession plan in place to build a lifelong partnership.
Branch Office: (905) 665-8583
Branch Fax: (905) 665-8029
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.