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.