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Working together to help you achieve what truly matters to you
I've been in the financial services and investment industry since 2007, where we have seen not only a devastating market bottom, but also great opportunity years for investing. I know the value of not only planning and saving for the future, but growing and protecting for the future.
I typically work with business owners and their families that want their money to help them enjoy what's most important in life. Often business owners tell me they run successful businesses, but are unsure where or when to start planning for the future of their family. Sometimes our investment decisions are based on advice from friends, family or the media, and reflect emotions rather than knowledge. Yet these important investment decisions can have a powerful influence over some of the biggest financial commitments that we will make.
I help my clients discover their core values, convictions and objectives relative to their money. By knowing what matters most in your life, we are able to translate those oppotunities, goals and concerns into a financial plan that meets your needs. Everything we do together is based around your deepest values, and that ultimately helps us better manage your investments. One of my commitments to my clients is quality service with integrity. That means that the things that are most important to you, are important to me.
I would very much like to meet with you personally in the near future to start the process of defining your goals and planning for your future.
Branch Office: (780) 448-8280
Branch Fax: (780) 448-8962
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.