As a Senior Investment Advisor with TD Wealth Private Investment Advice, I am dedicated to helping you achieve your financial goals. With over 15 years of experience, I have helped many families navigate the complexities of the financial world and make informed decisions about their future.
As your trusted advisor, I take a highly personalized approach to investment management, tailoring my services to meet each client's specific needs. Whether you are looking to grow your wealth, generate income, or preserve your capital, I can design a portfolio & plan that is aligned with your objectives and preferences. My comprehensive risk management approach includes portfolio diversification, asset allocation, alternative investment, minimizing costs, and ongoing monitoring to help manage risk and achieve long-term success.
Education & Background
My journey in the financial industry began with my education at the British Columbia Institute of Technology (BCIT), where I obtained a Financial Planning Diploma and later a Bachelor of Business Administration (BBA).
Over time, I expanded my knowledge and experience by taking on various roles such as branch manager and business banking, all the while honing my skills and staying up to date with the latest trends and practices in the industry. I have also obtained a Certified Financial Planner (CFP®) designation, conferred by FP Canada in 2009, which demonstrates my commitment to maintaining the highest ethical and professional standards in my work. These foundational qualifications are at the core of my wealth management practice.
After several years as a branch manager, I transitioned to financial planning, where I worked directly with clients to help them achieve their financial goals. This experience coupled with my education provided me with a deep understanding of financial planning principles, as well as the ability to design customized investment solutions for a wide range of clients.
Today, I am a Senior Investment Advisor with TD Wealth Private Investment Advice, where I specialize in providing personalized investment advice and portfolio management services to high net worth clients, including professionals and entrepreneurs with complex financial needs. Through my experience working with these clients, I have gained a deep understanding of the unique challenges and opportunities that they face. I have developed a range of specialized investment strategies designed to help these clients achieve their goals and preserve their wealth over the long term.
At the end of the day, my goal is to help my clients achieve financial security and confidence. I am passionate about my work and take pride in providing high-quality advice and exceptional service to each and every one of my clients.
We offer a full range of wealth management services that are designed to help you achieve your financial goals. Whether you are planning for retirement, investing for the future, or looking to protect your assets, we have the expertise and experience to help you make informed decisions and achieve success.
Our services, provided in collaboration with TD specialists, include:
- Financial Planning: We work with our clients to develop comprehensive financial plans that are tailored to their unique needs and objectives. Our financial planning services include retirement planning, tax planning, estate planning, and more.
- Investment Management: We offer a range of investment management solutions, including customized portfolios, equities, bonds, mutual funds, and exchange-traded funds (ETFs), and alternative/ private investments. We use a disciplined approach to investment management and work closely with our clients to ensure that their portfolios are aligned with their goals and risk tolerance.
- Legacy and Estate Planning: We help our clients plan for the transfer of their wealth to future generations and ensure that their assets are distributed according to their wishes.
- Risk Management: We help our clients manage risk and protect their assets from unexpected events. Our risk management services include insurance planning, including life insurance, disability insurance, estate protection, and long-term care insurance.
Your Goals, Our Priorities
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
- Protecting your assets
- Maximizing your charitable giving
- Finding tax strategies and solutions
- Arranging your estate and trust planning
Transfer of Wealth
Will and Estate Planning
Achieve what truly matters to you
Your Unique Goals
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.