Meet The Team
Associates
Senior Investment Advisor
Senior Portfolio Manager
B. Comm.
F.Pl.
CIM®
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.
What makes me different?
- My attention to detail
- My service level and follow-up
- My depth of knowledge from 20 years experience in the fields of investing and retirement planning
- My expertise in helping deal with complex strategies in tax and estates
- Most of all, I take the time to explain things and help educate my clients
Administrative Associate
B Comm.
Before arriving at TD Wealth, Julian worked as an associate at another Financial Institution, assisting large business owners with their credit needs. During that time, he gained a strong knowledge of the business credit world and learned the value of establishing and maintaining strong relationships with clients.
Julian majored in finance at the John Molson School of Business of Concordia University, acquiring his BComm in 2020. He is committed to continuing his education.
Additional TD Specialists
Tax and Estate Planner
Tax and Estate Planner
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner.
Executive Trust Officer
Executive Trust Officer
Your Trust Officer with TD Private Trust provides a full range of Estate and Trust services that includes supporting you with your Will and Power of Attorney for property (POA) planning needs where The Canada Trust Company will act as your executor or attorney, and assisting you when you act as attorney or executor for a family member or friend. Your Trust Officer focuses on building long lasting relationships with you and your loved ones by providing continuity during the implementation of your financial and estate plan. From planning through administration, your Trust Officer supports you in creating a lasting legacy.
High Net Worth Planner
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
Business Succession Advisor
Business Succession Advisor
Your experienced Business Succession Advisor of the Wealth Advisory Services team will work with you and your team of external advisors, including lawyers, accountants and business brokers, to help you maximize your business' value, and create and implement a plan for the smooth transfer of your business down the road.
Tax and Estate Planner
Tax and Estate Planner
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner.
