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Investment Advisor
Working together to help you achieve what truly matters to you
1039 Memorial Avenue 2nd Floor Thunder Bay, ON P7B 4A4Map
As an Investment Advisor at TD Wealth Private Investment Advice I offer comprehensive wealth management advice and solutions to individuals, small business and their families. I am committed to providing exceptional service to each of the families I work with. I strive to create personalized wealth and retirement strategies to build and protect my client’s financial futures.
The cornerstone of the business is a one-on-one relationship with each client, based on trust, communication and a detailed understanding of their needs. By working together with a team of specialists within TD Bank Group we address the full scope of investment, wealth and retirement needs. This includes but is not limited to wealth protection, insurance solutions, estate & tax planning, trust service and charitable giving.
Born and raised in Northwestern Ontario, I have 10 years of experience in the financial services industry including 8 years at TD Commercial Banking and 3 years working in Toronto on Bay Street. My industry experience also includes chairing the audit committee of a publically traded company listed on the TSX Venture Exchange and BVL in Peru, and advising a local publicly traded company listed on the TSX Venture Exchange. I graduated with advanced standing from Lakehead University in 2004 with an HB Comm. degree, majoring in finance. I hold the Chartered Financial Analyst designation, which Morningstar Canada columnist Gail Bebee described as "the gold-standard certification" for investment advice. *
I've been with the same wonderful woman for four years, married in July 2014 and we are the proud new parents of identical twin boys!
In my spare time, I enjoy, fishing, hunting and anything to do with mining.
*http://cawidgets.morningstar.ca/ArticleTemplate/ArticleGL.aspx?culture=en-CA&id=713670
Toll Free: (888) 566-1333
Fax: (807) 346-1310
Branch Office: (807) 346-1300
Branch Fax: (807) 346-1310
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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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