Since 2005, Eric has been helping families achieve their financial goals by providing valuable advice, focusing in areas of investment strategies, tax & retirement planning, and estate planning.
He graduated with Honors in Economics from the University of Calgary and obtained the Certificate in Retirement Strategy (CRS) from the Canadian Securities Institute. He is a Chartered Investment Manager (CIM) and also Licensed in life and disability insurance planning.
His continued commitments to education has led him in pursuing the Certified International Wealth Manager (CIWM) designation.
Eric and his team have been able to provide astute and timely financial advice to clients and guide them through some of the most volatile and challenging investment climates in history. Together with his team, Eric takes pride in the strong, long term relationships that they have built with clients in both canada and around the world.
His career philosophy is very much align with the CFA institute's mantra:
Your Goals, Our Priorities
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
- Protecting your assets
- Maximizing your charitable giving
- Finding tax strategies and solutions
- Arranging your estate and trust planning
Transfer of Wealth
Will and Estate Planning
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.