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Assistant Branch Manager
Committed to understanding your needs and helping you achieve your vision of success
I have had the pleasure of working for TD for the last 15 years, all of which have been in Wealth Management. Prior to becoming the Assistant Branch Manager in our Mississauga and Brampton branches, I held various roles within National Office and Wealth Operations. In 2016, I was the proud recipient of the TD Annual STAR* Award, in recognition of my work ethic and contribution to the business.
As a TD Wealth Assistant Branch Manager, I support and help lead a diverse and inclusive team of Investment Advisors and Portfolio Managers charged with seeking to exceed clients’ needs for asset accumulation, preservation and growth in Mississauga and Brampton . Our investment philosophy is based on understanding your goals, disciplined planning, insightful advice and effective risk management. This philosophy helps us manage risk and navigate an ever-changing investment landscape.
At TD Wealth Private Investment Advice and TD Wealth Private Investment Counsel, we want you to continue along the path of accumulating assets. And we believe we have the opportunities to help you in this quest. In fact, we have access to a leading-edge referral network that has the drive, incentive and commitment to channel qualified leads across the country. This commitment to sharing opportunities is engrained in our culture and allows you to work together with TD specialists for the best possible client experience. If you are an elite, seasoned Investment Advisor or Portfolio Manager, contact me today to learn about the TD advantage.
*The TD Star Award honours employees who have delivered exceptional results and demonstrated Star qualities – Service, Teamwork, Achievement and Results throughout the year. In addition, recipients have met challenging criteria by proactively driving improvements to productivity and efficiency, contributing to the business and developing and implementing key business strategies.
Toll Free: 1(877) 501-8200
Branch Office: (905) 501-8200
Branch Fax: (905) 501-8231
BBA (Hons), Schulich School of Business
Foster Manager, Fetch + Releash Dog Rescue
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.
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
Banking & Credit Management
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Protecting your assets
Asset protection is an ongoing part of a comprehensive financial plan that helps to protect what you’ve worked hard to build.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
Passing on your Wealth
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business Succession Planning
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
Planning for Major Purchases
Planning for major purchases may help you accumulate those items you want now and in the future with the least potential cost of borrowing.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
You have questions, I have answers. Let's have a quick chat.
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