As an Investment Advisor at TD Wealth Private Investment Advice, I have been providing comprehensive wealth management advice and solutions to individuals, small business owners and their families for many years. I am committed to providing exceptional service and tailored investment strategies to each of my clients to enhance and protect their financial futures. Each of my client relationships is based on trust, communication and a detailed understanding of their needs. I believe that your investment portfolio is just one piece of your total wealth management picture. TD Wealth has determined that there are 11 critical wealth planning considerations to be addressed when developing a comprehensive wealth plan. By discussing all of these considerations, I am able to work with my clients and their families to grow, preserve and protect their wealth over time.
I obtained a Bachelor of Commerce degree in Economics at the University of Toronto where I specialized in finance. In addition, I am designated as a Certified Investment Manager (CIM), a Certified Financial Planner (CFP) and a Fellow of the Canadian Securities Institute (FSCI). The FCSI designation is awarded to industry professionals whose superior training and experience exemplify excellence. It is recognized as the highest honor in the Canadian financial services industry.
Please call me today to schedule a complimentary appointment to determine if you and your family could benefit from my unique approach to wealth management.