Wealth management advice & financial planning based on your unique goals
As a Senior Vice President, Portfolio Manager, and Investment Advisor of the Legacy Wealth Advisory Group at TD Wealth Private Investment Advice (PIA), I am privileged to lead a team of five financial professionals who are passionate about providing comprehensive wealth management advice and solutions for affluent individuals, business owners, and their families.
FOCUS & GOAL
My team and I focus on providing investment advice to individuals and their families, helping them develop and execute a personalized financial plan tailored to their personal and financial situation. Whether it be children's education, business investment, retirement, estate strategies, or tax planning strategies, we will work with families to help them achieve their financial goals through our unique discovery process, which you can learn more about on our team website. When appropriate, we can engage TD specialists who can assist our clients with:
We also look closely to help our clients minimize taxes to relieve tax burdens, structure estates in a tax-efficient manner, and help prepare our clients for their life's ups and downs that don't match the market.
Our team is committed to ensure the financial planning and wealth management process is comfortable, as well the communication is consistent and clear to clients as we work together to maneuver through the financial stages of life.
Working with high-net-worth individuals, businesses, and their families for nearly 20 years, my expertise has help uncovered many hidden needs and identify opportunities to help maximize and preserve wealth. I work closely with accountants, lawyers, and bankers to help ensure families receive professional advice on areas that are important to them. Additionally, I engage TD specialists to provide their expertise on estate, tax, trust, philanthropy, and insurance matters to help create solutions where needed.
- 1 Presidents Clubs 2015 – 2017
Award recognizes the top 30 performers across Private Wealth Management.
- 2 TD's Merit Award 2000 - 2009, 2012 - 2014
Award recognizes individual for high level of professionalism throughout the years of service, and demonstrated qualities of motivation, excellence, results, integrity, and teamwork
- Vision in Action Award 2007
Recognized for the contribution of a truly outstanding employee who consistently demonstrates TD's commitments and vision
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1 President's Club: meeting or exceeding business financial goals as well as maintaining a high level of professional business conduct throughout the year and consistently demonstrating integrity and the highest ethical standards
2 Merit: rewards sales employees who meet and exceed the business unit's criteria, consistently deliver legendary experiences and demonstrate the following qualities: motivation, excellence, results, integrity, teamwork
Legacy Wealth Advisory Group is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.