We work with professionals and their families to help them achieve their financial goals. We strive to provide a high level of service, accountability, and industry knowledge.
As an Investment Advisor at TD Wealth Private Investment Advice, I am consistently looking for financial solutions to help you meet your wealth planning goals. By working in collaboration with a team of TD specialists, I can apply a holistic approach for developing an integrated wealth management program that will combine both your personal and financial needs.
TD specialists that we engage are:
- Estate Planners : helping to protect the value of your estate and helping to provide funding so you can meet financial obligations as a result of illness, disability or death . At TD Wealth, you have direct access to TD specialists who are dedicated in providing protection strategies that can complement your overall wealth management program. Our Estate Planning Advisors, Gary Titmarsh and Paul Badham, have an extensive background in estate and wealth protection planning and have successfully integrated these strategies for many of our clients.
- TD Canada Trust Bankers: can assist you in managing your finances, including your investments, banking and credit needs. Currently I work closely with Financial Advisors at the TD Canada Trust branch located at the Shops of Don Mills. I feel that they provide exceptional service, financial advice, and a comfortable banking experience for many of our clients.