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
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.
Your Unique Goals
Transfer of Wealth
Will and Estate Planning
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.