I see the whole youAs an Investment Advisor, I believe my profession is remarkably simple. I listen to my clients, discover their wants and needs and deliver tailored wealth management strategies designed to help achieve them.
So often I meet with families who were recommended a one-size-fits-all solution that left them feeling unsure whether it was suitable or just convenient.
For this reason, my client journey begins with getting to know you. What are your goals? What do you value most in life? What do you want your legacy to be? What education can I provide that will help you understand your financial position?
Wealth management is more than products. It's about creating a roadmap to help you achieve your vision of success.
Too often we think about wealth like physics (with rules and laws) and not enough like psychology (with emotions and nuance). The true value of wealth is its ability to improve your quality of life.
That's why I believe in plans, not products. Success can't be understood with just a set of numbers. Success is when your wealth plan and investment strategies reduce uncertainty and bring comfort.
Our approach is built around your life's priorities. As your Investment Advisor, I will work with you to identify your priorities, understand your values and create a unique strategy that helps ensure your wealth is protected and growing.
Our Value to You
My team is dedicated to monitoring your progress and adjusting to life events as they happen. We work with you, earning your trust and support through consistent, dedicated and specialized service. Our process is designed to deliver a wealth management experience that fits the needs and expectations of each individual client.
Ready to experience wealth management as it should be?
Bachelor of Arts, Major in Economics from The University of Calgary
Your Unique Goals
Transfer of Wealth
Will and Estate Planning
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.