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At Orford Wealth Management, we believe that each client’s needs are truly unique. Our goal is to offer you the relevant, customized wealth advice you deserve - and we do that by getting to know you. That’s why we take the time to understand you, your family and your values. Whether your needs are straightforward or complex, we are dedicated to delivering tailored, comprehensive, wealth management strategies that are rooted in your goals. We stay in tune with your needs and help ensure you’re on track to achieve the future you envision for yourself and your family.
As an Investment Advisor, my goal is to help you preserve and grow your wealth through tailored investment solutions. Dedication to exceptional client experiences and innovative financial strategies are the foundations of my business. I will deliver proactive and personal advice, working closely with you to make key decisions about your portfolio that are in line with your goals.
I have been providing my clients with comprehensive wealth management advice and solutions for over 30 years. The cornerstone of my business is a one on one relationship with each client, based on trust, communication and a detailed understanding of their needs. At TD Wealth Private Investment Advice I collaborate with other TD specialists,
to provide the comprehensive range of expertise that you may need. At the heart of our relationship is “understanding you”. Relationships are built on trust, and having a high level of trust is based on communication, listening, and putting together a unique plan for you. I am committed to developing solutions that are custom tailored to a
client’s needs which includes long-term risk-adjusted investment performance.
Clients of Orford Wealth Management gain the support of experienced TD Specialists who compliment your existing portfolio with tax-efficient
advice and recommendations to maximize your living and family legacy's.
Clients of Orford Wealth Management gain the support of experienced Estate Planning Advisors that work with you to help you determine the form of coverage you need for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations. Your estate is unique and we work together to ensure it works to carry out your legacy.
Estate Trust Officers apply expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we work with other TD specialists and external professionals to help identify issues and properly structure your estate in a tax effective manner.
High Net Worth Planners work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations, including creating retirement income streams, estate planning, business and insurance considerations,transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
Private Bankers are familiar with the often-complex banking and credit requirements of affluent clients. To help you meet your unique and complex financial needs, your Private Banker may recommend a number of cash management, short-term investment and credit solutions.
**Orford Wealth Management is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. TD Waterhouse Canada Inc. is a subsidiary of The Toronto-Dominion Bank.
Toll Free: (800) 341-7778
Fax: (506) 646-1127
Branch Office: (506) 646-1120
Branch Fax: (506) 646-1127
University of Prince Edward Island - Bachelor of Business Administration
Tucker Park Recreation Association, Fernhill Cemetery
Our approach to discovery is in-depth – we apply principles of behavioural finance to dig deeper and understand your wealth personality, your goals, your family, and your motivations – because your success can’t be understood with just a set of numbers.
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.
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