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I have been with TD since 2006 and in that time I have seen the need for financial security change and grow. Most individuals realize that dealing with their wealth means more than just dealing with their money. Taking a holistic approach allows me to provide personalized advice and solutions based around 11 key wealth considerations most of my clients will face at some point in their lifetime.
I work with clients who have been successful at building their wealth and now struggle to find the time and expertise to effectively manage and sustain it. Whether it's transitioning through retirement, planning for a major purchase, protecting your assets and your income or leaving a legacy, I strive to take the worry away from my clients by turning their unique and complex needs into simple solutions that are easy to understand and are in line with their life goals.
By looking at the "big picture" we can link what is most important to you with the assets you have accumulated, translating life goals into a reality and creating meaning to your wealth. I provide clarity by working with my clients to build a financial roadmap which clearly outlines where they are today, where they need to be and how we are going to get them there. Together, with a team of professionals, portfolio managers, and resources available to me through TD, I am able to provide my clients comfort, knowing every aspect of their financial well-being is taken care of.
The foundation of my client relationships is built on trust, integrity and an in-depth understanding of both what is important to them and their families and what it is that keeps them up at night. Part of my commitment to delivering an exceptional client experience, is being available to my clients, and knowing that no need should ever feel too small.
This is what ultimately provides my clients with peace of mind and the freedom to enjoy life and what really matters to them.
Branch Office: (519) 725-1214
Branch Fax: (519) 725-5806
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.