As an Investment Advisor I am here to understand each of my client's specific situations, and help them achieve their financial goals.
I have worked in Wealth Management & Investment Advice with TD Bank Group since 2003. I specialize in retirement & estate planning strategies, tax minimization strategies, as well as creating and monitoring investment portfolios to help my clients meet their goals.
I also have access to many TD Specialists who are able to assist my clients in any complex financial situations.
I am committed to providing my clients with great service and strategies.
Please don't hesitate to contact me to have a free consultation to see how I can help you achieve your goals.