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Senior Investment Advisor
10088 - 102nd Avenue Suite 2305, TD Tower, 24th floor Edmonton, AB T5J 2Z1Map
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.
Fax: (780) 448-8962
Branch Office: (780) 448-8280
Branch Fax: (780) 448-8962
We know how important it is to build your wealth so you can enjoy life’s priorities and achieve your vision for the future. Working together we can develop innovative strategies to help grow your net worth by identifying which credit strategies and investment solutions match your current lifestyle and needs. Our team of professionals can work with you to develop an effective plan to help you make your vision a reality.
You've worked hard to accumulate your wealth and we want to help you to make the most of it. Working closely with you and your tax advisors, we'll create an integrated wealth strategy that will structure your investment portfolio to help reduce tax exposure and keep income available as and when you need it.
Life is filled with uncertainty and that's why we're committed to delivering advice and solutions to help protect the things you value at every life stage. Whether through comprehensive risk strategies or connecting you with a specialist in trusts, estates and other risk mitigation products, we've got the expertise to create a comprehensive plan that's right for you.
You are the architect of your legacy and we can help you with the blueprint. We'll collaborate with you to identify your top priorities, from estate planning and trusts to gifting and philanthropy. Our goal? To help you optimize the transfer of your wealth.
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
You have questions, I have answers. Let's have a quick chat.
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