We want to be the source you think of when you run into a financial problem.
At the heart of what I do is a remarkable purpose to create investment plans that help clients avoid the many pitfalls of investing and make smart decisions with their money.
My approach follows a simple process.
I get to know my clients and their families which constitute high net worth business owners, professionals, corporations, trusts and estates. Knowing my clients well allows me to better understand their Financial and Retirement goals and build a plan to achieve them. Because these goals change over time we review their situation at least once a year.
I then develop Investment Policies and Financial Plans that are tailor made to the client. Following these policies and plans I build and manage diversified investment portfolios using a disciplined investment strategy.
I work with TD specialists and tax and legal advisors to help my clients organize the important financial planning areas of their lives.
My Clients & What Makes Me Different
- I work with high net worth families, business owners, professionals, corporations, trusts and estates.
What Makes Me Different
- My attention to detail
- My service level and follow-up
- My depth of knowledge from 25 years experience in the fields of investing and retirement
- My expertise in helping deal with complex strategies in tax and estates
- Most of all, I take the time to explain and help educate my clients
TDAM Talks Podcast
Meet the Team
I work with a network of some of the most sophisticated specialists and professionals in Montreal to help you make the most of your unique position.