Helping you achieve your vision of success
At TD Wealth, we believe that each client’s needs are truly unique. Our goal is to offer you the relevant, customized wealth advice you deserve - and we can do that only by fully understanding you. That's why we take a unique approach to understanding you, your family and your values. Whether your needs are straightforward or complex, we're dedicated to delivering tailored, comprehensive, wealth management strategies that are rooted in your goals. We will stay in tune with your needs and help ensure you're on track to achieve the future you envision for yourself. For more information, click on the image below.
We start with a deep understanding of who you are, your values and your vision of success. This means reviewing the financial decisions you've mace over the years, the goals you've set for yourself in the years to come, and the ways in which these reflect what is important in your life. To create your personal investment and wealth plan, we leverage our broad expertise to fit your unique needs.
As an Investment Advisor located in Fredericton, New Brunswick, I enjoy helping individuals, business owners, and families across Canada focus on their financial future. My goal is to provide my clients with tailored Investment and Wealth Planning, Portfolio Management Advice, Estate Planning Strategies in collaboration with other TD Specialists and other services. We help our clients navigate through their investment decisions, identify risks that may impact their portfolios and educate them on financial strategies.
My clients describe me as passionate, approachable, and to the point – and with good reason. I absolutely love what I do for a living, I consider myself very lucky both professionally and personally. I work hard but I also enjoy life outside of work. My family is very active, we enjoy the outdoors and we all love to read. I'm passionate about spending time in the woods with my bird dog and believe in habitat conservation.
Integrated wealth services
We're ready to begin the journey of helping you manage, preserve and transition your wealth. Contact me today for more information.