A Commitment To My Clients
Armed with insight into the economic climate and a deep understanding of your personal and financial situation, I will:
• Strive to act wisely on your behalf.
• Tailor your investments to your needs.
• Collaborate with TD specialists to assist me when I do not have the answer you need.
• Treat your hard earned money with the utmost respect regardless of the amount invested or the complexity of your needs.
• Frequently get in touch with you when a significant market change is expected that could impact your portfolio
• Involve you in the investment process.
• Strive to ensure that your rate of return is tax efficient (a 10% rate of return derived from investment income is taxed the highest, whereas capital gains are taxed at the lowest rate).
Earning trust through open dialogue and sound judgement
It is a major responsibility to be entrusted with a client's hard earned money, and I take that responsibility seriously. My team and I work hard to make your money work for you.
We See The Whole You
What Sets Me Apart