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Senior Investment Advisor
Working together to help you achieve what truly matters to you
25 Corporate Park Drive Suite 101 St. Catharines, ON L2S 3W2Map
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
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
You have questions, I have answers. Let's have a quick chat.