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I strongly believe that by developing a plan and having the discipline to see it through, anyone can improve their financial situation and create a better life for themselves and their loved ones.
I also understand how that plan will look different for every individual, and that when it comes to wealth management, there is no one-size-fits-all approach.
As an Investment Advisor based in Sarnia, I work with high-net-worth individuals, families and businesses throughout Southwest Ontario and beyond to develop comprehensive and personalized investment solutions tailored to help meet their unique needs and aspirations.
If this is something that you would like to learn more about, I encourage you to contact my office or give me a call to schedule a time for us to meet.
We take the time to get to know you and understand your vision for the future. Our team of professionals can work with you and your family to develop an effective plan to help you make that vision a reality.
Pairing energy and attentiveness with industry-leading financial solutions, Kevin is always looking for better ways to serve his clients.
Kevin holds the Certified Financial Planner (CFP®) designation, the world's most widely recognized financial planning certification, as well as the Chartered Investment Manager (CIM®) designation, which represents advanced expertise in portfolio management, tailored toward affluent clients. Previously, he attended the University of Guelph, earning a B.Comm specializing in Economics and Finance. Kevin joined TD Wealth in 2016.
Born and raised in Sarnia, Kevin continues to live in his hometown with his wife Zoë. In his personal life, Kevin enjoys playing golf and hockey, and recently took up tennis. Kevin is also a regular volunteer at Sarnia's Inn of the Good Shepherd.
Since joining TD Wealth in 2021, Daniel has helped deliver reliability and efficiency in the daily management of client accounts. He has successfully completed the Canadian Securities Course (CSC®) and the Conducts and Practices Handbook Course (CPH®), and is now working toward obtaining the Wealth Management Essentials (WME®) qualification.
Previously, Daniel enjoyed a 10-year career in the media industry, specializing in reporting on business and economic development. During this time, he interviewed some of North America's foremost business and political figures, from Mark Cuban to President Bill Clinton, lending a unique perspective on the modern market.
Originally from England, Daniel has a degree in Economics from the University of Cambridge. He now lives in Sarnia with his wife Samantha and dog Rosie.
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
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.
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.
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 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.
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