As an Investment Advisor, I have been providing comprehensive wealth management advice and solutions to individuals, small business owners and their families since 1998. I am committed to providing exceptional service to each of my clients and tailored investment strategies that suit their needs. I work with my clients to create customized, personal wealth and retirement plans to help build and protect their financial futures.
The cornerstone of my business is one on one relationships with each client, based on trust, communication and detailed understanding of their needs. By working together with a team of specialists within TD Bank Group, we can address the full scope of investment solutions, estate planning and trust services and charitable giving strategies.
I obtained a joint degree in Economics and Financial Studies at the University of Western Ontario and hold the Fellow of Canadian Securities Institute (FSCI) and Certified Investment Manager (CIM) designations. Outside the office I am an avid supporter of several charitable organizations in my community, and I coach youth sports.
Please call me today to see if your family could benefit from my specialized approach to wealth management.