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Corporate Park Wealth Management

Working together to help you achieve what truly matters to you

Committed to providing Essential, Extensive, Exceptional Service and Solutions

Through deep discovery I will learn what is important to you and create a unique Wealth Plan. With regular reviews and our commitment to providing essential, extensive and exceptional service and solutions, we will work together in achieving your goals. We appreciate you have worked hard to create your wealth and we understand the importance of protecting this and your vision.

At the heart of our relationship is “understanding you”.  Relationships are built on trust, and having a level of trust is based on communication, listening, and putting together a unique plan for you.  
I am committed to developing solutions that are custom tailored to a client’s needs which includes long-term risk-adjusted investment performance. I service:

  • high-net-worth families,
  • holding companies,
  • medium to large business owners and
  • professional corporations.  
At TD Wealth Private Investment Advice I collaborate with other TD specialists, to provide the comprehensive range of expertise that you may need. Together they offer:

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If this resonates with you, please feel free to contact me for an appointment.


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MONTHLY FOCUS:  Loss aversion and what it may mean for your investments. 

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Corporate Park Wealth Management is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.

Corporate Park Wealth Management in the Community:
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ADDITIONAL CONTACT

Toll Free: 1(866) 834-0203
Fax: (905) 682-2601
Branch Office: (905) 815-2300
Branch Fax: (905) 815-2324

Going beyond the financial picture

Getting to know what truly matters to you is our top priority. Applying principles of behavioural finance allows me to dig deeper and understand your personality, your goals, your family, and your motivations.

    Meet The Team

    We're redefining private wealth management.

    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.

    REQUEST AN APPOINTMENT

    You have questions, we have answers. Let's have a quick chat.

    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.

    U.S. Fed delivers rate cuts and mixed signals

    U.S. Federal Reserve cuts rates, but was divided on whether more cuts are coming this year. What does this mean for the markets? Kim Parlee talks with Scott Colbourne, managing director, TD Asset Management.

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    It’s a question I hear from doctors and patients alike. There are so many factors to consider that it arguably becomes impossible to answer. In fact, the best answer to the question of restricting patients to one issue per visit may indeed be: “It depends.”

    TD Economics

    The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

    Monthly Perspectives - The Final Act

    The recent bout of volatility has brought out both the doomsayers and the dreamers. However, neither reality is an accurate portrayal of the current market environment.

    Current Perspectives

    Trumps, Tariffs and Trade Wars.

    Ask Money Talk - One big family plan

    Q: I’ve accumulated enough money to worry how my kids will handle it when I’m gone — how can I prepare them?

    Do you know someone who would benefit from our services?