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I work with business owners, executives,professionals and select families to diversify and grow their capital over time in the most tax efficient manner possible while protecting and preserving their legacy.
As a former CEO, with over 15 years of executive experience in growing private companies for acquisition by large public enterprises, I firmly believe the same principles needed to grow a sustainable, profitable business can be applied towards building long term family wealth.
Individual Financial & Retirement Planning
Business Succession Planning
Investments for Individuals and Business
Individual Defined Benefit Pension Plans for Business Owners
Insurance for Individuals and Business
"Valuable Advice Beyond Investments and Insurance"
Branch Office: (905) 474-5818
Branch Fax: (905) 474-3783
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.