Cut out the noise.
Hear what matters.
Watch our top story now
Senior Investment Advisor
Wealth management that evolves as your needs, priorities and circumstances change over time
I lead a comprehensive wealth management team that believes in providing customized solutions to our selected successful families to cover the 4 key pillars illustrated above.
These solutions guide our families to help build the lifestyle and legacy that they have worked so hard for.
My business card indicates Senior Investment Advisor as my title; however, we offer so much more than just investment advice.
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 listen actively to our clients to fully understand what is important to their families and welcome their questions and updates as we work together.
We provide timely information to clients in terms they understand, so they can make the best decisions for their family.
We stay in contact with our clients regularly to keep them aware of any changes that may affect their situation.
I actively enjoy learning and continually work to enhance my knowledge to serve clients better. As a Certified Financial Planner (CFP®), Fellow of the Canadian Securities Institute (FCSI®) and Certified International Wealth Manager (CIWM®) designation holder, I bring extensive education, ethics and over 15+ years of experience in the financial industry together to meet clients’ complex and changing needs.
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.
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.
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.
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.
You have questions, I have answers. Let's have a quick chat.
Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.