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As a Wealth & Portfolio Manager, I want to be the source you think of when you run into a financial problem!
My clients benefit from an in-depth discovery phase where I 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 process is very structured using for example Investment Policy Statements to design how we will manage their investments and retirement plans to help ensure they have what they need at and during retirement.
Our typical client is a professional, retiree or small business owner. But we also spend a lot of time helping widows and individuals that inherit large sums of money and are not sure how or where to start with the handling of their investments and finances.
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 we do is like going to the doctor for a check-up. We address any immediate financial concerns, identify any additional wealth issues and diagnose a treatment or plan on how to address those issues. And we 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 clients view me as their go to person 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 20 years experience in the industry, including 11 years at TD Wealth. 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 and allows clients to enjoy 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.