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Since 1996, Craig has been providing investment advice to high net worth individuals helping them grow and preserve their wealth. His goal is to provide his clients with financial solutions. He does this by taking a comprehensive approach considering the unique circumstances of each family. This approach includes relevant wealth considerations such as retirement, portfolio management, insurance solutions, estate, and tax minimization strategies.
Craig holds a degree in Honours Economics from Queens University in Kingston. He is a CSI Certified Retirement Specialist and is a Life Insurance Advisor with TD Wealth Insurance Services. He has previously taught wealth planning continuing education courses at the Toronto District School Board and has a background in the IT industry. Also, Craig has completed numerous additional courses through the Canadian Securities Institute.
Craig grew up in Markham and still resides in Unionville today with his wife and three children.
: The Bury Loveys Wealth Management Group 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.
Toll Free: (877) 974-1924
Fax: (905) 474-3783
Branch Office: (905) 474-5818
Branch Fax: (905) 474-3783
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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