As an Investment Advisor, I recommend partnering with a trusted and qualified investment professional to set a long term strategy aligned with your specific life goals and risk profile. Research indicates that Advisors play an important role in your investment future regardless of where the markets are heading.
It is my opinion that clients are focused on two things when they partner with an Investment Advisor the services that the Advisor provides and the associated cost. It is my belief that establishing a mutually acceptable balance between services and fees builds the foundation for a long-term client relationship.
My integrated wealth management process begins with a clear understanding of your financial situation today and where you would like to be tomorrow. I need to know what is important to you as well any concerns or challenges facing you and your family. With this valuable information I am able to identify financial gaps and present strategies and concepts to close those gaps entirely or at least reduce them. On many occasions I collaborate with my strategic partners and specialists at TD as well as external professionals for their advice and guidance.
My practice focuses on providing comprehensive wealth planning for affluent and high net worth individuals, families, corporations, foundations, and charities. Some of the services that I provide include: portfolio management, tax minimization strategies, philanthropy strategies, business succession planning, retirement planning, insurance planning, and estate planning.
The key to the wealth management process is an open, honest and trusting relationship. I want to be the Advisor that my clients call first regarding any financial situation that impacts them or anyone else they know. If I am unable to assist directly I’m confident that with my extensive network I can point them in the right direction.
I have proven experience and credentials with over 31 years in the financial services industry. I have been an Investment Advisor for over 20 years and prior was Manager of Personal Banking with another major Canadian financial institution for over 14 years.
My office is located downtown at the corner of Portage and Main. Through my partnership with TD Canada Trust I have a strong business network with TD Kensaton, TD St Anne’s, and TD Kildonan Crossing.
Please contact me directly to arrange a complementary initial consultation. It is prudent strategy to obtain a “fresh opinion”.