Cut out the noise.
Hear what matters.
Watch our top story now
As an Investment Advisor with TD Wealth Private Investment Advice, I believe that the only relevant measure of success is helping you achieve the goals that matter most to you. You decide where you want your wealth to take you, and then I’ll design a path to help you get there. With the support and resources of TD Bank Group, along with my personal and professional network, I have obtained a sound understanding and knowledge base specifically pertaining to Medical Professionals. Understanding the importance of specialization, I have tailored my business practice to primarily focus on meeting the ever-changing and complex needs of professional clients.
My style and belief to wealth management follows a disciplined and forward-thinking approach. Integral to my investing philosophy is the importance of mitigating risk while navigating through today’s evolving and challenging markets. In my experienced opinion, providing downside protection is the cornerstone that supports the growth of capital by means of compounding returns over time. I like to call this: “winning by not losing.” Before I can design and implement a unique and tailored investment strategy, the most important step in my process is obtaining a thorough understanding of your needs, goals and aspirations. Through ongoing assessment and review, my goal is to provide you with peace of mind knowing that a professional set of eyes is overseeing your hard earned wealth. Being your trusted advisor is a privilege, building our relationship with honesty, transparency and genuine care.
Prior to joining TD Wealth Private Investment Advice, I worked for TD Asset Management in a role providing investment recommendations and support to Investment Advisors across various financial institutions. I graduated from McMaster University with an Honours BA in Economics, and recently completed my MBA in Finance from McMaster University as well. I’m currently pursuing the recognized Chartered Investment Manager (CIM®) designation, as I see great value in continuous education. With the complexity of today’s investment landscape, I am committed to staying abreast in order to strive to provide my clients with unprecedented service and advice.
Branch Office: (905) 528-4220
Branch Fax: (905) 528-6897
Join us at any of our upcoming events and seminars to learn more about investment and wealth planning.
|Time:||03/08/2018 5:30 PM - 6:30 PM|
|Location:||Maps & Directions|
|Speaker:||Derek Helt , Jacqueline Power|
|More Info:||Please join me and Jacqueline Power, Director of Tax & Estate Planning at Mackenzie Investments, as we review key aspects of the 2018 Federal Budget specifically impacting private corporations. Topics to be addressed include: taxation of passive investment income, review of income sprinkling rules, and a discussion around various tax efficient investment strategies to be considered. If interested, please kindly RSVP using the tab below.
I look forward to your participation. Thank you!
|RSVP for this event|
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.