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Committed to understanding your needs and helping you achieve your vision of success
At TD Wealth, we believe that each client’s needs are truly unique. Our goal is to offer you the relevant, customized wealth advice you deserve - and we can do that only by fully understanding you. That’s why we take the time to understand you, your family and your values. Whether your needs are straightforward or complex, we’re dedicated to delivering tailored, comprehensive, wealth management strategies that are rooted in your goals. We will stay in tune with your needs and help ensure you’re on track to achieve the future you envision for yourself. Click on the image below for more information:
As an Investment Advisor, my mandate is to help you preserve and grow your wealth through tailored investment solutions. Dedication to exceptional client experiences and innovative financial strategies are the foundations of our business at TD Wealth. I will deliver proactive and personal recommendations, working closely with you to make key decisions about your portfolio that will help you to achieve your long term financial goals.
By taking the time to truly understand your unique circumstances and what's important to you and your family, I can assist you in defining your goals and determine a suitable plan to help you realize them.
The most important factor in the relationships I have with my clients is trust. I place integrity at the forefront of every decision I make and this fundamental principle has always guided me well. I enjoy working with people who share these same values.
I believe strongly in collaboration with my clients to ensure a solid foundation for working together. This is fostered through active listening and ongoing communication, and begins with a deep discovery about you and what you hope to accomplish. This becomes the blueprint for your personal financial priorities, and as your life changes and these priorities evolve over time, so does your Wealth Plan. Executing a well-planned, risk-management investment strategy, that is resistant to market volatility is at the heart of attaining our clients long term financial goals.
My commitment to you is to be transparent and honest, and to work hard in helping you achieve your vision for your future, gaining the financial confidence to live your best life now and the rewarding life you're looking forward to in retirement.
When I'm not in the office, I cherish spending my personal time with my husband Cam and our two teen-aged children, our son Ethan and our daughter Caelan.
After many years of bringing up our young family in Calgary, we made the decision to return to our roots in beautiful British Columbia, to be closer to our families in Vancouver. Although relatively new to Victoria, we've been fortunate to spend summer vacations on Hornby Island for as long as I can remember. Vancouver Island has always felt like a second home to us and we were able to make the dream of living in Victoria come true with our move here in 2015.
As outdoor enthusiasts, we love to cycle, mountain bike, ski, golf, hike, ocean kayak, paddle, and explore everything that Victoria and the West Coast has to offer. I also enjoy reading, cooking, yoga and gardening in my spare time.
Toll Free: 1(888) 356-6177
Branch Office: (250) 356-4104
Branch Fax: (250) 356-4166
University of British Columbia
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
Banking & Credit Management
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Protecting your assets
Asset protection is an ongoing part of a comprehensive financial plan that helps to protect what you’ve worked hard to build.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
Passing on your Wealth
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business Succession Planning
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
Planning for Major Purchases
Planning for major purchases may help you accumulate those items you want now and in the future with the least potential cost of borrowing.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
You have questions, I have answers. Let's have a quick chat.
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