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Senior Investment Advisor
Working together to help you achieve what truly matters to you
I am a personal guide through all the financial aspects of a client’s life. I determine where they are now, where they want to go, and what the most effective way is to get there. I do this by taking the time to understand what a client values most.
As an Investment Advisor at TD Wealth Private Investment Advice, I can collaborate with TD specialists to address the following wealth considerations: Retirement Needs, Investment Recommendations and Strategies, Family Education Needs, Security for your Family, Estate Planning, Protecting your Assets, Tax Management, Business Succession Planning, Banking and Credit Management, and Charitable Giving.
I am in my 15th year with TD Bank Group. I have an Honours BBA from Brock University with a Concentration in General Management. I have been accredited with the CERTIFIED FINANCIAL PLANNER certification by FP Canada.
Branch Office: (905) 528-4220
Branch Fax: (905) 528-6897
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
Banking & Credit Management
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Protecting your assets
Asset protection is an ongoing part of a comprehensive financial plan that helps to protect what you’ve worked hard to build.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
Passing on your Wealth
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business Succession Planning
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
Planning for Major Purchases
Planning for major purchases may help you accumulate those items you want now and in the future with the least potential cost of borrowing.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
You have questions, I have answers. Let's have a quick chat.