In a 22-year career in the financial services industry I have walked with my clients through their financial planning journey. This often involves life's ups and downs, market highs and lows and the confidence my clients have with a wealth professional by their side. What I enjoy most about being an Investment Advisor is getting to know my clients on a personal and professional level, building personal financial plans to help meet their needs, monitoring and adjusting their plan as life evolves. Many of my client relationships that started on a professional level have evolved into long lasting friendships built over many years.
My experience and the education I acquired through my pursuit of the CERTIFIED FINANCIAL PLANNER™ designation allow me to build a comprehensive investment plan for my clients. At TD Wealth Private Investment Advice, I assist my clients and if necessary, collaborate with like minded TD Wealth professionals to help protect my client's assets, implement tax efficient strategies, provide business and private banking services, Will and estate consulting and high net worth planning for business owners and professionals.
I have extensive experience working with medical professionals, people entering retirement, and business owners.
If you feel you could benefit from a well-designed financial plan, I look forward to finding out more about your personal and financial goals and exploring investment strategies to solve your unique financial needs.
Your Goals, Our Priorities
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
- Protecting your assets
- Maximizing your charitable giving
- Finding tax strategies and solutions
- Arranging your estate and trust planning
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.