Committed to providing Exceptional and Comfortable Service and Solutions

The foundation of our relationship will be understanding.  Through understanding your unique lifestyle and financial goals, together we will develop a personalized and comprehensive wealth plan to help you to comfortably meet these goals.  Life is not static; therefore, we will review this plan regularly to help ensure your needs are met throughout life's transitions.  I will be with you each step of the way.

As I hold CPA and CA designations, I will draw on my diverse financial and professional experience, while leveraging and working closely with additional highly qualified TD Specialists as required, to offer a comprehensive solution to meet your specific needs. Together, services offered include:

• Business Succession Planning
• Tax Management
• Insurance Planning
• Will & Estate Planning
• Charitable Giving Strategies

At its core, my practice is focused on developing a relationship and providing you with a friendly, comfortable and supportive experience while planning for your financial future.

If this approach sounds right for you, please do not hesitate to contact me.

Our Roadmap

 

Approach to Wealth Management

I am committed to a disciplined wealth management process and client service model to assist my clients in meeting their goals when planning for their financial future, while also enjoying the present.

Initial Meeting

Deep Discovery
Through an in-depth discussion and discovery, I begin to understand the type of investor you are, your financial goals and what is guiding those goals.

Assessment and Recommendations
Guided by our discussions during the deep discovery, I review your current situation and provide initial recommendations.

Portfolio Presentation

We meet to review a proposed portfolio and investment plan.  It is important to me that my clients understand the suggested investments and why they are being proposed.  The link between the discovery process (and your goals that were uncovered within) and the proposed investment plan is an integral part of our working relationship. 

Initial Review

Once your portfolio is developed and in place, we once again meet to review the portfolio, the ongoing reports and communications you expect to receive and answer any questions you may have at this stage.

Ongoing Support

Wealth Plan
We review all aspects of your financial needs, including retirement planning, planning for major purchases, asset protection, estate planning and education funding.  This information is provided to you in a formal plan and is reviewed on an ongoing basis.  At a minimum, we will review this plan at each annual review and update accordingly.

Leverage TD Wealth Specialists
We leverage a network of specialists to implement strategies outlined in your wealth management plan, as appropriate.

Continuing Guidance and Communication
I am a resource for you to rely on.  In addition to maintaining your portfolio, I am here to assist you in making important financial decisions on an ongoing basis. We will meet on a regular basis, consistent with your wishes and expectations, and I also encourage clients to contact me whenever I can be of assistance.

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