As a Portfolio Manager & Senior Investment Advisor at TD Wealth Private Investment Advice in Mississauga, I have been providing financial advice to clients for over 15 years. I work with affluent individuals, business owners, and their families to build on-going tailored wealth management solutions. The foundation of my service is built on trust and communication. I am committed to providing exceptional service and passionate about building and protecting my clients wealth.
My investment process includes:
1) A comprehensive discovery and financial snapshot to gain a clear understanding of you.
2) Creating a tailored and comprehensive Wealth Plan and Investment Policy Statement to determine solutions.
3) Implementing the Wealth Plan and Investment Policy Statement designed to your personal risk tolerance and goals.
4) On-going management and review of your strategy to keep pace with changes in your life.
By working in collaboration with a team of specialists within TD Bank Group, we address the comprehensive scope of investment, wealth and retirement needs, including portfolio management, wealth protection, insurance solutions, estate planning and trust services and charitable giving strategies.
Currently, I hold the Chartered Investment Manager (CIM®) designation, Fellow of the Canadian Securities Institute (FSCI®) designation, as well as a Bachelor of Business Administration with Honours degree from Laurentian University. I am licensed to trade in stocks, ETF's, bonds, mutual funds, hedge funds, and money market securities. As well, I am a Life Insurance Advisor through TD Wealth Insurance Services.
.jpg)
