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As Assistant Branch Manager & Investment Advisor of the TD Wealth Private Investment Advice offices for Kingston, Belleville, Peterborough and surrounding areas I have the privilege of working with an experienced and dedicated group of advisors and support staff who help guide their clients toward financial fulfillment.
The cornerstone of my business is a one on one relationship with each client, based on trust, communication and a detailed understanding of their needs. When appropriate, I can engage a team of TD Specialists, who can help address your investment, banking, wealth, and retirement needs, including wealth protection, insurance solutions, estate planning, trust services and charitable giving strategies.
Please call me today to see if you and your family could benefit from our approach to wealth management.
Toll Free: (888) 886-2667
Branch Office: (613) 544-4226
Branch Fax: (613) 544-4398
The distinct discovery process we use will take you through some behaviour questions and how you really make decisions. And when it's all done, a diagnostic using behavioural finance will take all that information, how we can work best with you and what the next steps are in creating your wealth strategy - prioritized by what matters to you. A wealth strategy which manages the important things like your retirement, your kid's education, your family cottage - not just your money.
Armed with a deep understanding of your priorities and values, we'll work with a core team of specialists to help you achieve your goals. And, as your needs evolve, your wealth strategy will evolve with you. We take our relationship with you seriously – that means we'll be in touch with you on an ongoing basis so we can provide you with the information you need for a successful financial future. And when you need advice, we'll be there with a breadth of knowledge and expertise, along with the personalized attention you deserve.
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.