Don has been looking after the needs of individuals, families and corporations for over 18 years, and has over 24 years in the investment industry. He focuses on working with his clients and designing portfolios to meet their unique goals and objectives, and is licensed to use a wide range of investment products to meet these goals. Also he is a Life Insurance Advisor with TD Wealth Insurance Services. As a holder of the Certified Financial Planner (CFP®) designation, Don is one of a select group of Portfolio Managers able to offer the Privately Managed Program, TD Wealth's premiere discretionary management program and is able to further assist clients' plans for all the transitions in their life.
Outside of work, Don can be found with his young family, participating and coaching their activities. As an Investment Advisor and friend, he believes in the value of giving back to the community, and also volunteers for a number of local charitable organizations.
We See The Whole You
Helping achieve what truly matters to you and your family.
Build net worth: We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.
Protect what matters: By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.
Implement tax-efficient strategies: We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.
Leave a legacy: Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.