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:
If this resonates with you, please feel free to contact me for an appointment.
MONTHLY FOCUS: Loss aversion and what it may mean for your investments.
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:
United Way Women in Leadership