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With years of experiences in the financial services industry, I provide comprehensive investment planning for high net worth clients. I am a strong believer of planning to achieve your goals, whether it is retirement, business succession, wealth transfer or building your legacy.
I am also an advocate for empowering through education. My practice integrates educating clients on investment planning and tax strategies. I believe that a long term relationship is built through understanding, trust, and transparency.
I manage the personal financial matters for many sophisticated investors, high income professionals, retirees, inheritors and entrepreneurs. Along with a team of tax, estate and business specialists at TD Bank Group, I am committed to deliver high quality solutions to your financial needs.
Branch Office: (905) 707-2021
Branch Fax: (905) 707-2049
English, Mandarin, Cantonese
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.