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The philosophy that drives our wealth management approach can be summed up in one word: Sustainability
Wealth planning is more than just numbers. To me, it's the people and dreams behind the figures that matter the most.
As your Investment Advisor, I can help you gain peace of mind and achieve your dreams for the future. Whether it's a worry free retirement, running a business, sending children to college, fulfilling a lifelong ambition, or leaving a legacy to your loved ones, I will custom tailor a plan that meets your goals.
Managing your wealth can be complex and time consuming. I can simplify your life by addressing all aspects of your financial well being from investments and insurance to tax and estate planning. Supported by a team of professionals including lawyers, tax accountants and financial analysts and backed by one of Canada's largest and most respected financial institutions, I will help you make the right decisions about your wealth and help you build your future.
We are not obligated to chase short-term profits, but rather obliged to seek to generate sustainable solutions and steady performance. We do this through careful evaluation, forward-thinking and transparent concepts that are tailor made for you and your family.
If you are looking for a financial solution that will simplify and enhance your life, please contact me for a confidential consultation.
Branch Office: (705) 444-1510
Branch Fax: (705) 444-0385
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.
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