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As a Wealth Manager, I build financial plans for my clients. This puts structure in their investments and finances which helps ensure they have what they need at and during retirement. My focus is in working with a small group of professionals, executives, retirees and small business owners in the Montreal area. We organize and simplify all their financial affairs.
The process begins with an in-depth discovery phase with our clients to learn more about what's important to them. Using this information as a foundation, we work together to develop a customized investment and wealth plan, setting a course to help achieve their financial goals.
Our solutions are delivered using the extensive team of investment and estate planning experts at TD Wealth Private Investment Advice as well as an external network of related professionals. Clients' existing tax and legal advisors are encouraged to be involved in the process. In brief, what I do is like going to the doctor for a check-up. I address any immediate financial concerns, identify any additional wealth issues and diagnose a treatment or plan on how to address those issues. And I will, just like a doctor, be able to access the expertise of other specialists to ensure that all of your needs are met. My ultimate goal is to have my clients view me as their trusted wealth management advisor for all their financial needs.
What clients really like about dealing with me is my attention to detail, service level and follow-up. They also value the expertise I have acquired from over 17 years experience in the industry. With regular face-to-face contact and communication I take the time to really get to know the clients finances and family situations. This allows us to deliver uniquely-tailored solutions in a highly personalized and unparalleled way.
Once we get started my clients can focus on enjoying the things that are most important to them!
Toll Free: (877) 669-8400
Fax: (514) 289-0032
Branch Office: (514) 289-8400
Branch Fax: (514) 289-0032
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.