As an Investment Advisor at TD Wealth, I have been providing comprehensive wealth management solutions and advice to individuals, small business owners and institutional investors since 1993. I am committed to delivering exceptional service and tailored investment strategies to each of my clients. I work with my clients to create personalized wealth and retirement plans, customized to protect their financial futures
Our process is simple and straightforward. First, we help you define your objectives through a comprehensive life discovery discussion. Then we analyze your unique circumstances to provide you with a personalized strategy, executed using tailored solutions to build and protect your wealth.
The cornerstone of my business is one on one relationships with each client, based on trust, communication and a detailed understanding of their needs. By working in partnership with a team of experts within TD Bank Financial Group, I address the full scope of investment, wealth and retirement needs, including wealth protection and insurance solutions, as well as estate planning, trust services and charitable giving strategies.
I obtained a Bachelor of Administration degree, specializing in finance, from the University of Regina and have been an active member of the community supporting various charities and organizations. Outside of the office, I am an avid supporter of community sports, which include coaching minor hockey and have been a long term supporter of the U of R Rams Scholarship Fund.
Please call me today to see if you and your family could benefit from my unique approach to wealth management.