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I joined TD Wealth Private Investment Advice in 1999 and I have over 30 years of financial service industry experience. I also hold the Certified Financial Planner designation and I am a Vice President with TD Wealth Private Investment Advice. I attended the University of British Columbia where I majored in History.
When I work with you my goals are for us to build a long-term relationship and to create a personalized financial plan to maximize your gains.
Branch Office: (604) 482-8400
Branch Fax: (604) 482-8427
Your success can’t be understood with just a set of numbers. That's why our discovery process harnesses the cutting-edge field of behavioural finance, which we use to understand your Wealth Personality and what influences your decisions – including your financial blind spots. Even the savviest of investors can benefit from knowing their financial blind spots and how they may affect their wealth decisions.
Common financial blind spots include
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.