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Our clients have reached a level of success in their lives and careers. This success brings new opportunities and challenges to their financial planning. They realize a certain degree of delegation is necessary and that managing their financial affairs has become increasingly complex, demanding more attention, expert 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. My team ensures that our clients have the freedom to focus on what is important in their lives, and that they have the peace of mind that comes from knowing their assets are well-tended. As well as being a Vice President and Investment Advisor with TD Wealth, I have also obtained my life license from the Insurance Council of British Columbia.
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.
Toll Free: (800) 859-4422
Fax: (250) 470-3015
Branch Office: (250) 470-3010
Branch Fax: (250) 470-3015
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.