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I lead a comprehensive wealth management team that believes in providing customized solutions to our selected successful families.
These solutions guide our families to help build the lifestyle and legacy that they have worked so hard for.
My business card indicates TD Investment Advisor as my title; however, we offer so much more than just investment advice. We refer to ourselves as lifestyle planners.
Since 1996 when I entered the financial industry with TD, I have found that every decision clients make in life revolves around the lifestyle they want for their families.
We utilize a structured six step process, to ensure every personalized recommendation we provide is advancing our selected families toward the lifestyle and legacy they are looking to achieve.
Over the years, we have identified three key reasons why clients have moved their family wealth under our guidance, and continue to introduce our consistent services to their relatives, neighbours and colleagues.
We work in collaboration with our client's team of professional accountants and lawyers, along with TD Specialists at TD who specializes in wealth management, risk minimization, estate planning, and charitable giving strategies, to grow, protect and enhance our clients’ financial lives.
I actively enjoy learning and continually work to enhance my knowledge to serve clients better. As a Certified Financial Planner (CFP®), Canadian Investment Manager (CIM®), Fellow of the Canadian Securities Institute (FCSI®) and Certified International Wealth Manager (CIWM®), I bring extensive education, ethics and over 15+ years of experience in the financial industry together to meet clients’ complex and changing needs.
We are looking to add ten selected families to our business over the next year. Please contact us today to see how we can collaborate to build a strong financial future for you and your family.
Please explore my click and learn section below.
Click on each wealth consideration and articles relevant for that topic will be available for viewing in pdf mode underneath.
Also we have our Market commentary and mulitmedia postings below. Click the tabs and learn from some of my network of experts.
Please contact us today to see how these topics will assist your family.
Toll Free: (800) 775-0037
Fax: (905) 528-6897
Branch Office: (905) 528-4220
Branch Fax: (905) 528-6897
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.