My career in the finance industry began over 20 years ago when I joined TD. I became a Financial Planner with TD Wealth Financial Planning, a role which provided the stepping stones for my success today. My goal as an Investment Advisor is to provide long term financial solutions to your individual needs.
I understand you have a vision for your life, your family, your business, and your legacy. I provide customized financial solutions tailored to your vision and your values. Through the comprehensive discovery of your needs I identify priorities for your specific financial framework. To help you achieve your unique objectives, I take an integrated approach, bringing in other TD specialists as required to develop a custom wealth strategy. We assemble as a team in developing the solutions you require, such as: retirement income planning, tax mitigation strategies, business succession advice, estate and trust services, asset protection strategies, cash flow management, philanthropic planning, wealth transition and other financial services.
I am dedicated to constructing your portfolio, implementing, monitoring, and updating your financial plan, and laying a foundation for your financial security and success.
Contact me today and I will review your existing wealth management plan or customize a plan to help you meet your current and future goals.