WHO I AM
I am an Investment Advisor based in Oakville, serving high net worth individuals, families, and companies across Ontario. My previous leadership experience included positions as a public company CFO, Head of Tax and M&A, international, private and investment banking and corporate finance in the USA, Europe, the UK and Canada, and as a senior wealth Branch Manager for a large Canadian bank. This previous experience complements my TD experience as a Wealth Advisor within TD's private wealth management to give me a solid background to help my clients build and preserve their wealth.
MY VISION FOR YOU
With all the complexities and uncertainties in the world today, you may feel that you might not be able to reach your financial dreams. That’s why putting a customized plan in place NOW will be the first step in your journey and my role is to help put you on a path towards a successful financial future.
WHAT WE WILL ACHIEVE TOGETHER
The Wealth Plan - I will work with you to create a tailor-made investment portfolios that is created exactly for you to help you reach your financial and retirement goals. We will discuss your current needs and develop a plan for your family's future – creating strategies for educational savings, tax planning strategies to create the most effective after-tax returns, retirement and estate planning strategies, insurance and portfolio management strategies.
Regular monitoring unique circumstances or opportunities that could arise unexpectedly in your future. We will also discuss your tolerance for risk, so that you feel comfortable with the choices you make.
The key to success: Having a customized Plan, updating your Plan and continuously improving the Plan.
As your Advisor, I will follow your journey closely with you and work with you to help keep your portfolio and priorities on track, taking into account the direction of the economy, global trade and capital markets changes (interest rates, currencies and political risks), changes in government regulations and also where your risk tolerance is at during expected or unexpected events in your life. My goal is to help you find solutions for any sudden changes that might happen to you or your family, such as a job loss, business succession strategies or major health issues.
Your past is what makes you who you are, an individual who thinks and acts differently than anyone else. I will work with you professionally, ethically, and responsibly to listen to your dreams and goals, and help you work towards a future that will accomplish that. My team and I are committed to being there for you every step of the way.
Branch Office: (905) 815-2300
Branch Fax: (905) 815-2324
London Business School, UK, American University, MBA, Indiana Univ. Business School,
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.