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Investment Advisor
Working together to help you achieve what truly matters to you
360 George Street North Unit 63, Peterborough Square Peterborough, ON K9H 7E7Map
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.
Toll Free: (866) 999-0608
Fax: (705) 748-3887
Branch Office: (705) 748-2558
Branch Fax: (705) 748-3887
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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.
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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