“My commitment is to work with my clients to realize their goals using the most suitable financial solutions while providing the highest level of service”
I work with my clients to create customized, personalized wealth and retirement plans to build and protect their financial futures.
The cornerstone of my business is a genuine relationship with each client, based on trust, communication and a detailed understanding of their needs. By working in partnership with your financial team including your accountant and lawyer as well as our team of experts within TD Bank Financial Group, we address the full scope of investment, wealth and retirement needs, including wealth protection and insurance solutions, estate planning and trust services as well as charitable giving strategies.
Our professional team is comprised of:
- High-Net Worth Planners
- Private Bankers
- Private Trust & Estate Planners
- Insurance Specialists
Our strategies are client driven and our only interest is our client’s success.
Ultimately our services provide you with peace of mind, thus allowing you the opportunity to focus more of your attention on the people and things you value in life.
Please feel free to get in touch with me for a discussion around “your” personal wealth management plan and see how I can help you build a strong and secure financial future for you and your family.