I have been in the Wealth Management industry since 2005 and joined TD Wealth in 2010. I have had the great fortune of being part of and leading incredible teams across both head office and front office.
As an Investment Advisor my goal is to build a long-lasting relationship with each client based on open communication, a thorough understanding of what is important to them, and providing holistic investment management and wealth planning advice. By working in tandem with a team of specialists within TD Bank Group, I work to address the full scope of investment and wealth needs including retirement/financial planning, wealth protection/insurance strategies, estate planning, trust services, and charitable giving.
I am a happily married father of two incredible children, who keep my wife Adriana and I on our toes. I am a long time martial artist and hockey player who loves to spend as much spare time as possible on the mat or at the rink.
Who we are
Our balanced approach includes determining the right mix of growth and guaranteed investments that will help make your vision of success a reality. Throughout, we remain committed to offering personalized service, with an emphasis on accessibility and open communication.
Where it’s appropriate, and to assist with the development of a truly comprehensive plan, we draw on the expertise of TD Specialists who are experienced in a wide range of areas related to wealth management, including retirement planning, estate planning and trust services, insurance solutions and charitable giving strategies.
Transfer of Wealth
Will and Estate Planning
Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.