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Jody began his career in 2001 after studying Accounting at St Clair College and then graduating from the University of Windsor. After working with a wide variety of clients in the first few years, Jody realized that he enjoyed helping business owners and professionals create a plan to achieve their financial goals. It didn't take Jody long to realize that his love of helping people with their wealth planning needs created a tremendous amount of value for them and their families.
Jody holds a Certified Financial Planner (CFP) designation as well as the certificate in Retirement Strategy and numerous other industry courses. Most recently Jody achieved the Certified International Wealth Manager (CIWM) designation which is a global standard for strategic wealth management. This is a unique designation focusing on understanding and serving high net worth individuals and business owners complex and changing needs.
Jody has seen some of the best and worst markets in our history and this experience has given him a deeper understanding of how best to create a unique wealth plan to achieve your goals.
As an Investment Advisor at TD Wealth Private Investment Advice, I am committed to providing exceptional service to each of my clients as well as tailored investment strategies. I work with my clients to create customized wealth and retirement plans that help them achieve their financial goals.
By engaging with additional specialists within TD Bank Group, I help address the full scope of investment, wealth and retirement needs, including wealth protection and insurance solutions, estate planning and trust services and charitable givings strategies.
Jody enjoys spending time with his son, traveling, and recently achieved his lifelong dream of finishing an Ironman triathlon in Florida.
Call me today to see if you and your family could benefit from my unique approach to wealth management.
Toll Free: (800) 287-1898
Fax: (519) 253-2281
Branch Office: (519) 253-2299
Branch Fax: (519) 253-2281
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.