With almost 23 years of experience helping clients to navigate through many aspects of their financial lives, Kevin believes he has established himself as a trusted advisor to the families he serves. With a back ground in real estate and an advisory career spanning multiple market cycles, Kevin has gained the expertise and network to manage almost all client circumstances or market conditions. Overseeing a team of 5 he has built a highly effective discretionary practice, as well as working with TD specialists to focus on tax efficiency for both personal and corporate clientele. In collaboration with TD specialists, Kevin can assist his clients with Estate planning, Retirement Planning, Tax-smart philanthropic options & Business succession planning.
Tax-efficient investment strategies
Integrated Wealth Services
We take an integrated approach, bringing in other TD specialists as required to develop a custom wealth strategy. We assemble as a team in developing the solutions you require, such as:
Tax & Retirement Planning Guide
At TD Asset Management Inc. (TDAM), we understand the importance of tax planning to investors. TDAM has created this guide to help outline some tax planning information.