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.