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I bring 25 years of success as a business owner and corporate executive to TD Waterhouse.
I provide professional investment and wealth management services to an extensive clientele comprised of individuals, businesses, and organizations. Our process is not just about investments, but a complete Wealth Management experience involving Estate Planning; Tax Planning; Risk Management; and Investment Planning.
The starting point is to review your goals, expectations, and milestones in order to properly plan to meet them.
Branch Office: (905) 528-4220
Branch Fax: (905) 528-6897
Board Chair at Goodman's School of Business , Board Chair at Quest Community Health Care Centre
A commitment to a strategy that is aligned with your investment philosophy is key to the successful selection of investments for your portfolio. Failing to have a core set of principles can result in an endless cycle of switching from one poor product solution to another. The potential net result: a collection of reactionary ideas that seemed good at the time, instead of a well-tailored portfolio that aims to deliver at all times.
- Brad Simpson, Chief Wealth Strategist, TD Wealth
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.