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As a Senior Vice President and Investment Advisor with TD Wealth Private Investment Advice, I am privileged to lead a team of financial professionals who are passionate in providing comprehensive wealth management advice and solutions for individuals, business owners and their families.
We deliver a customized wealth plan for each household’s unique situation. With their customized investment and wealth plan, we believe our clients are able to focus on other areas of their personal lives with greater security. Our goal is to help our families maneuver through their financial stages of life with comfort.
Our clients have told us that they value our expertise in the areas of investment, estate strategies, retirement planning, business succession and tax strategies. We work closely with accountants, lawyers, and bankers to help ensure our families receive professional advice on areas that are important to them.
I have been committed to working with TD Wealth since 1998 and obtained my CFP (Certified Financial Planner) designation in 2003. Outside of work, my wife and I enjoy spending time with our 3 young children at their swimming, hockey and dance classes. We absolutely love great outdoors that Calgary and surrounding area has to offer.
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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.