As an Investment Advisor at TD Wealth Private Investment Advice, I have been providing comprehensive wealth management advice and solutions to individuals, small business owners and their families for over 17 years. I am committed to providing outstanding service and tailored investment strategies to each of my clients. I work with my clients to create customized, personalized wealth and retirement plans to build and protect their financial futures.
The cornerstone of my business is a one-on-one relationship with each client, based on trust, communication and a detailed understanding of their needs. By working in collaboration with a team of professionals within TD Bank Group, I address the full scope of investment, wealth and retirement needs, including wealth protection and insurance solutions, estate planning and trust services as well as charitable giving strategies.
I completed my Finance Major at the UBC Sauder School of Business and hold the Chartered Financial Analyst (CFA) designation. Outside of the office I enjoy spending time travelling and have the goal of visiting a new place each year. I am also an avid golfer and enjoy traveling the world in pursuit of this favorite hobby.
Please call me today to see if you and your family could benefit from my distinctive approach to wealth management.