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As an Investment Advisor at TD Wealth, I bring over 18 years of experience in the Financial Services Industry. I offer the opportunity to establish a one-on-one relationship with a dedicated and professional Investment Advisor while allowing you to maintain active participation in decisions regarding your financial affairs. I also provide comprehensive wealth management advice and solutions to help accumulate, protect and transition your wealth. It is through my approachable and integrated team, that I am able to deliver a client experience and meet my client’s ever-changing wealth management needs.
The cornerstone of my business is based on establishing a personal relationship with each client, with emphasis on honestly, integrity, mutual transparency and a detailed understanding of their needs. By working together with a team of professionals within TD Bank Group, I address the full scope of investment advice including wealth and retirement needs, wealth protection, insurance solutions, estate planning, trust services and charitable giving strategies.
My educational background consists of a degree in Business Management, diploma in Finance and the Personal Financial Planner (PFP®) designation.
Outside of the office, I have been married for over 15 years and have a 11 year old son and 9 year old daughter. My interests include spending time with family and friends, reading, running and a variety of sports including hockey, rugby, football and golf.
Please contact me today as I would welcome the opportunity to discuss your current wealth plan and see if you and your family could benefit from my unique approach to wealth management.
Toll Free: (877) 293-2919
Fax: (250) 390-5954
Branch Office: (250) 244-6054
Branch Fax: (250) 390-5954
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.