As a senior investment advisor, my mandate is to help you preserve and grow your wealth through tailored investment solutions and Wealth Services. Dedication to exceptional client experiences and innovative financial strategies are the foundations of our business. I will deliver proactive and personal advice, working closely with you to make key decisions about your portfolio that are in line with your goals.
I have been providing my clients with wealth management services and collaborating with TD Specialists for the provision of banking solutions for over 10 years. My clients include individuals, families, business owners and community foundations
When I’m not engaging with clients, I like to spend time with my wife and children at home in London or at the hockey rink.
Entrepreneurs / Business Owners
Will and Estate Planning
Transfer of Wealth
Your Unique Goals
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.