As an investment advisor with TD Wealth Private Investment Advice, I am dedicated to work with you on an ongoing basis to develop a deep understanding of your current financial circumstances, immediate priorities and goals. Depending on your needs, I can connect you with TD specialists including dedicated private banking services, estate and trust planning, business succession, tax planning and philanthropy. Through open and straightforward advice, I will create a unique investment and wealth plan designed to help meet your unique needs and goals.
Clients ideally suited for the services I provide:
- Have $500,000 or more in cash and/or investments
- Want access to a broad range of investment and wealth solutions
- Are seeking custom wealth strategies designed to meet your unique needs and goals
- Want the freedom to choose the extent to which you are involved in the day-to-day decision-making regarding your portfolio, including access to discretionary management