As an Investment Advisor at TD Wealth Private Investment Advice, I provide comprehensive wealth management advice and solutions to individuals, business owners, business professionals, and their families. Wealth management involves using sophisticated investment tools to create a strategy which brings together all the elements you need to achieve your financial goals. This could include everything from investments and insurance, to retirement, tax, and estate planning.
"My commitment to you is to incorporate a holistic wealth management platform which involves a team approach. I engage a panel of Specialists who work with you to clarify, organize, and simplify what you believe is most important to you regarding your family's wealth. Through our in-depth discovery process, we develop a comprehensive and customized plan based on your investment goals and objectives to ensure that you enjoy peace of mind while you accumulate, preserve, and transition your wealth with confidence!"
Whether you are an investor looking for long-term growth or retirement income, my wealth management approach assures that every client receives sound, objective investment advice.
In addition to my extensive knowledge within the business arena, after graduating with a business diploma and a Bachelor of Commerce degree, I have acquired many years of experience working as a Personal Banker, Financial Advisor, and as an Investment Advisor. I am actively involved within my community as an athlete, and also serve on a number of boards and committees.
On a more personal side, my wife Vanessa and I enjoy watching our young son Cohen grow into a little boy. I am born and raised in Orillia and my roots in the area go all the way back to many generations past, to today, where my grandparents, parents, siblings, and nieces and nephews all call the "Sunshine City" our home!