Larry has been advising affluent families and business owners for more than 25 years. A licensed Investment Advisor, he specializes in portfolio construction, income generation and risk management.
Larry is an Investment Advisor with TD Wealth Private Investment Advice and Life Insurance Advisor with TD Wealth Insurance Services. His main goals are protecting family assets, transitioning assets through estates and minimizing taxes. He earned his Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®) designations in 1997 and stays current with extensive continuing education and training. He is a graduate of the University of Calgary with a Bachelor of Arts in Economics.
Larry uses comprehensive investment planning tools and a broad range of investment strategies. His Open Architecture approach means that he is committed to acting in his client's best interest by recommending only the financial products he feels are suited to their needs. When customizing financial solutions he uses best in class investment managers and strategies.
Larry works successfully with a broad cross section of high net worth families and businesses. He derives great satisfaction from assisting people with some of the most important decisions of their lives.
He feels that he sets himself apart from the industry with accessibility, trust, outstanding service and friendliness. He offers a comprehensive range of Investment Planning, which includes estate strategies and investment advice.
Larry enjoys spending time with his wife Jean and his two grown daughters. You will find his family golfing, cycling and volunteering in and around Calgary.
Your Goals, Our Priorities
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
- Protecting your assets
- Maximizing your charitable giving
- Finding tax strategies and solutions
- Arranging your estate and trust planning
Transfer of Wealth
Will and Estate Planning
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.