I help families, professionals and businesses grow, protect and transfer their assets, as well as generate income, in a tax efficient manner. I work with a team of professionals and utilize world class research through TD Wealth Private Investment Advice to establish and maintain client's financial goals, as well as provide ideas, suggestions and alternatives that support them.
I believe the only way to manage the unpredictable is to stay connected with clients. I take a disciplined approach to supporting clients by conducting regular investment plan reviews, hosting special educational events and providing information that helps clients reduce their risk, and position them well for success in the future.
Having worked with TD, an organization that prioritizes the customer experience and financial strength, over the past eighteen years I have had the opportunity to work closely with businesses and professionals, as well as supporting individual’s transition from employment into the next chapter of their lives. I let clients know if they are on track to meet their financial goals, how their investments are allocated, and where their income will come from when needed.
By taking the time to understand clients, and those whom they support and depend on, I am able to provide a high level of service and create customized plans that include such wealth considerations as protecting assets, retirement planning, transitioning wealth, tax management and investment strategies.
Whether you are looking for advice or a review of your current wealth plans contact me today to start a conversation.