COMMITTED TO CLIENT SERVICE EXCELLENCE
BACKGROUND | With over 20 years' experience as a finance professional, I provide a comprehensive and disciplined approach to wealth management. My professional background as both a Chartered Financial Analyst and Chartered Accountant provides me with a unique perspective on the industry. I deliver my clients wealth strategies that are informed by in-depth knowledge of investment management, technical & financial analysis, and effective tax and estate planning.
My commitment to you as a client is to really understand your unique needs, circumstances and long-term goals and objectives. My focus is to uncover what you value most, identify your wealth priorities and design a wealth strategy that is unique to you.
FOUR PILLARS OF WEALTH MANAGEMENT | Once I understand your goals and objectives, I will build and implement a wealth strategy that evolves with you over time. As your needs and circumstances change , so too do your wealth priorities. There may be times along your wealth journey that I can introduce you to other TD Specialists who can provide professional expertise in other key areas such as Estate Planning.