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Eric has been a full-service investment advisor since January of 1980. His clients, while primarily Nova Scotia based, come from many walks of life across the country and globally. "Over the years, I have had the privilege of serving a diverse group of clients ranging from institutional to individual families and, in many cases have taken on the second and even third generations."
The practice now has controlled growth, so that new clients will not impact the high service standards for existing ones. He grows exclusively through referrals from clients and business associates.
In his time in the business, Eric has witnessed a significant change in the role of the investment advisor. "When I first entered this industry, an investment advisor was known as a stock broker. We essentially helped our clients manage their stock and bond portfolios, and charged a commission every time we did a trade. My practice has evolved tremendously to include a host of wealth management and planning functions, including portfolio advice, investment planning, estate and tax planning strategies and retirement planning. I've also found that commissions have an inherent conflict of interest, so I have perfectly aligned myself with clients by taking a fee-based approach."
In today's instant news world, clients need, more than ever, to be able to rely upon the wealth management services of an experienced advisor backed with the strength and integrity of a major financial institution such as TD Wealth.
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Getting to know what truly matters to you is our top priority. Applying principles of behavioural finance allows me to dig deeper and understand your personality, your goals, your family, and your motivations.
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.