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Investment Advisor
Working together to help you achieve what truly matters to you
5515 North Service Road 4th Floor Burlington, ON L7L 6G4Map
The team and I at TD Wealth work with executives and professionals to help ensure they achieve the financial success they envision for themselves and their families. We do this by engaging them in an ongoing, multi-step, goals-based planning process, to ensure they are efficiently working toward that vision:
We help them articulate their vision for financial success.
We identify the specific goals required to reach that vision.
We help them develop a plan to reach those goals.
We help them stick to their plan.
Working together with their team of trusted advisors, we help our clients achieve their personal vision of financial success.
Duncan has over 30 years of financial services experience, having graduated from Queen's University in Kingston Ontario. His experience has included a wide variety of roles in Canadian and Global banks, and for over 20 years has focused exclusively on meeting the needs of private clients. He looks forward to showing you how he can bring that knowledge and experience, together with the tremendous resources of the team at TD Wealth, to help you achieve what truly matters to you.
When not working with clients, many of whom he has enjoyed doing so for 20 years, he is actively engaged in a wide variety of pursuits including golf, cycling, and skiing, together with his family and friends. He and his wife have raised two sons, both of whom rose to the level of Canadian National Team athletes, and while one now completes his university education, the other continues his athletic pursuits, having recently competed at the 2018 Winter Olympics.
Toll Free: (855) 245-5104
Branch Office: (905) 331-7511
Branch Fax: (905) 331-7523
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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.
Retirement Planning
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
You have questions, I have answers. Let's have a quick chat.
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