I partner with affluent families as a professional Wealth Consultant. TD Wealth provides a great platform to run my practice and facilitate my clients with tools and expertise to identify and deal with key priorities and challenges they may come across at different stages in life. For example - Retirement Planning, Charitable Giving, Tax Management, Investment Strategies, Business Succession Planning, Education Funding or Estate Planning. I provide consistent and on-going advice and guidance to help them stay focussed on their priorities. This strategy has proven to be a great road map to maintain their well-being, lifestyle and legacy.
My invaluable experience at institutions like Citi and UBS, in dealing with families from multicultural backgrounds in the global arena takes me beyond the scope of just investments and insurance related matters. As a result my clients see me as their trusted partner with whom they consider consolidating their wealth management needs. My ultimate goal is to bring them peace of mind, comfort and security in retirement. If need be, help them to smoothly transition their wealth to the next generation.
On a personal note I believe in Karma, giving back and enjoying life to the fullest!