Our clients have reached a level of success in their lives and careers. This success brings new opportunities and challenges to their wealth planning. They realize a certain degree of delegation is necessary and that managing their financial affairs has become increasingly complex, demanding more attention, professional knowledge, and a greater degree of care.
They require a process that gives them directional control while freeing them from the day-to-day research, analysis, and decision-making. They want the right blend of attentive, personal service, and sophisticated financial expertise.
We are committed to building long-term relationships with our clients. Discovering and achieving what truly matters to our clients requires a personal relationship built on trust, integrity, honesty, expertise and an understanding of your financial needs. My team ensures that our clients have the freedom to focus on what is important in their lives, knowing their assets are well-tended. In addition to managing your investments, we also implement wealth preservation and tax strategies to build, protect, maximize and transfer your wealth. Through our extended team of specialists we can help meet all aspects of your financial situation throughout your lifetime.
In summary, our comprehensive approach to wealth management results in our clients being able to have more clarity, certainty, and accountability in achieving their plans than ever before.
Building your net worth - we know how important it is to build your wealth so you can enjoy life’s priorities and achieve your vision for the future. Working together we can develop innovative strategies to help grow your net worth by identifying which credit strategies and investment solutions match your current lifestyle and needs. Our team of professionals can work with you to develop an effective plan to help you achieve that vision.
Implementing tax-efficient strategies - you've worked hard to accumulate your wealth and we want to help you to make the most of it. Working closely with you and your tax advisors, we'll create an integrated wealth strategy that will help structure your investment portfolio to help reduce tax exposure while keeping income available as and when you need it.
Protecting what matters most to you - life is filled with uncertainty and that's why we're committed to delivering advice and solutions to help protect the things you value at every life stage. Whether through comprehensive risk strategies or connecting you with a specialist in trusts, estates and other risk mitigation products, we've got the expertise to create a comprehensive plan that's right for you.
Preparing for the legacy you want to leave - you are the architect of your legacy and we can help you with the blueprint. We'll collaborate with you to identify your top priorities, from estate planning and trusts to gifting and philanthropy. Our goal? To help you optimize the transfer of wealth to those who matter most to you.
Your Dedicated Relationship Manager
As your dedicated relationship manager, I will stay in tune with your needs and help ensure you're on track to achieve the future you envision for yourself. Through regular contact, I will routinely assess your investment portfolio and goals, ensuring you are introduced to the right specialists at the right time. I will be able to provide you access to TD specialists across TD Wealth Management and beyond, including:
Chartered Investment Manager (CIM®) Designation - The Chartered Investment Manager (CIM®) Designation builds the skills and experience needed to serve a more sophisticated financial client or institution. Financial professionals who hold the CIM designation are eligible for registration as a Portfolio Manager in Canada. They have expertise in providing money management services to high-net-worth and institutional clients, and they understand the application of portfolio management in the context of Canadian markets and regulatory requirements. A CIM identifies clients' objectives and constraints; develops appropriate investment policies and strategies, taking into consideration market and economic conditions; and evaluates investment products that represent both traditional and alternative asset classes; and implements policies and strategies through portfolio construction.