As an Investment Advisor and Portfolio Manager at TD Wealth, I have been providing comprehensive wealth management advice and solutions to individuals, corporations and small business owners for over 25 years. I am committed to providing exceptional service to each of my clients and tailored investment strategies. I work with my clients to create customized and personalized wealth and retirement plans to build and protect their financial futures.
The cornerstone of my business is one on one relationships with each client, based on trust, communication and a detailed understanding of their needs. By working in partnership with a team of experts within TD Bank Financial Group, I address the full scope of investment, wealth and retirement needs including wealth protection, insurance solutions and estate planning.
The experts I may work with to satisfy your needs include:
- Private Bankers – specialized banking and lending needs
- Private Trust Officers – expert testamentary & inter-vivos trust solutions
- Estate Planning Advisors – innovative income & wealth preservation strategies
- Other TD Bank Financial Group businesses – including Corporate, Commercial and Small Business Banking
I obtained a Bachelor of Commerce degree from the University of Toronto and a MBA from Queen’s University.
At the TD Wealth Private Investment Advice Office at 79 Wellington Street West (10th floor) in Toronto we offer a full range of integrated wealth management services. I would be pleased to introduce you to a member of our team most suited to your needs.
Please feel free to contact me today.