After spending almost 2 decades leading various teams in TD, I bring that experience and passion for helping families to define their Financial Roadmap to TD Wealth. In my time with TD, I recognized that it takes a team to be successful and together with the TD team, we are committed to helping you build your Wealth by protecting what is important today, and growing for tomorrow
Our team's investment philosophy is simple: help facilitate long-term returns with direct ownership of securities and a personal relationship you can count on when it matters most.
Spend your time on what really matters
At TD Wealth Private Investment Advice, we're committed to understanding your needs and providing you with exceptional investment solutions through the various stages of your life. That's why we offer a range of managed investment solutions - including TD Core Managed Portfolios - that put your investments in the hands of our team of professionals so you can devote your time to what really matters to you.
Get TD Specialists working for you
When you invest with our Core Managed Portfolios, I work with our dedicated research team. This team of investment professionals performs research across a full range of securities before building portfolios designed to meet your needs.
A rigorous investment selection process
The research team draws on their various backgrounds and areas of expertise, as well as a broad range of resources, to conduct in-depth research and provide ongoing oversight and due diligence to help ensure that the TD Core Managed Portfolios meet rigorous criteria.
Direct ownership of securities
Directly owning the securities in your Core Managed Portfolios provides you with efficiency and many benefits. These include the flexibility to transfer securities in and out of your portfolio in-kind, the establishment of your own cost base and the opportunity to develop and pursue tailored tax planning strategies. In addition, this structure gives us the ability to accommodate any specific security restrictions you might have.
To complement this strategy, we are able to collaborate with other TD specialists in the areas of estate planning, insurance, private banking and trust expertise to jointly provide a comprehensive investment management program tailored for you.
Your first step is easy - connect with me and let us help you discover how our investment strategy can make a difference for you and your family.
Whether you are just starting or are considering a fresh approach, we can help. Let's connect today so we can help make tomorrow even better.