I have been working in the financial services industry since 1990 and have been providing financial advice and wealth management services with TD Wealth Private Investment Advice since 2001. I graduated from Concordia University in Montreal with a Bachelor of Commerce degree and also hold one of the industry’s most recognized designations, Certified Financial Planner (CFP®), awarded by the Financial Planners Standard Council.
I will strive to help you reach your financial goals by introducing a variety of strategies, products and services that are customized to your unique goals and objectives. I will use a wide range of tools and resources to develop recommendations to assist you in reaching your financial goals.
I will work with you and your family to help accumulate, preserve and eventually transition your wealth, using a 6 step process to develop wealth management recommendations:
Step 1: Identify your financial goals.
Step 2: Perform analysis to determine your ability to reach your stated goals.
Step 3: Calculate your target rate of return & any required savings to help you meet your goals.
Step 4: Develop an appropriate portfolio asset allocation that takes into account your target rate of return, time frame and individual risk tolerance.
Step 5: Recommend and implement customized financial solutions to help you reach your financial goals.
Step 6: Regularly review your portfolio and financial objectives & implement changes as required.
I am dedicated to serving my clients with integrity and am committed to the following principles:
- honest, transparent, and open communication
- highly responsive, first-class service
- unbiased, professional, and timely advice
- dedication to my belief that "clients' interests always come first"