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I deliver my clients comprehensive and uniquely designed financial solutions to help them reach their personal goals and objectives.
My focus is on strategically and sensibly guiding my clients through the various stages of their lives through the lens of an accounting and finance professional. Whether it be education savings, tax reform for small businesses, retirement planning, cross-border investments or tax efficient investment strategies, I help my clients navigate through an ever-shifting landscape by developing and following a well thought out plan.
I take a measured and holistic approach starting with a goals-based wealth plan to help bring clarity and direction for my clients. The wealth plan informs a personalized and carefully constructed investment portfolio and tailored strategies around estate planning, tax minimization and risk mitigation. It is financial organization from start to finish customized to meet the unique needs of my clients.
If you want to learn more about how I can help you, please request an appointment below.
Branch Office: (905) 456-2070
Branch Fax: (905) 456-1949
CPA, CA, CFA, B.Comm
Our approach to discovery is in-depth – we apply principles of behavioural finance to dig deeper and understand your wealth personality, your goals, your family, and your motivations – because your success can’t be understood with just a set of numbers.
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.
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