For over two decades, I have provided investment and financial advisory services to individuals and businesses throughout Ontario. My approach is client focused and in collaboration with TD specialists, I can help you with Investment Management, Retirement and Estate Planning, Succession Planning and Tax Management. I am committed to providing exceptional service to each of my clients and tailored investment strategies. I work with my clients to create customized, personalized wealth and retirement plans to help build and protect their financial futures. The cornerstone of my business is the one on one relationship with each client, based on trust, communication and a detailed understanding of their needs.
I was granted the Chartered Financial Planning Designation in 1990 from the Canadian Institute of Financial Planning and have also attained the Certified Financial Planner Designation under the Financial Planner Standards Council of Canada. In 2002, I earned the premier FCSI® Designation, which is considered the industry’s highest mark of distinction awarded by the Canadian Securities Institute.
Please call me today to see if you and your family could benefit from my unique approach to wealth management.
Helping achieve what truly matters to you and your family.
Build net worth: We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.
Protect what matters: By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.
Implement tax-efficient strategies: We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.
Leave a legacy: Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.
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.