Cut out the noise.
Hear what matters.
Watch our top story now
As an Investment Advisor at TD Wealth Private Investment Advice I like to start off by listening to you. You have a story that brings you to where you are now. I want to hear about that story and then I want to work with you to discover, define and prioritize your values and expectations. By listening to our clients they told me they prefer disciplined investment advice, and personalized investment advisory services.
I create customized financial solutions by taking the time to understand what’s important to you so that I can develop a personalized strategy to help you achieve your financial goals and dreams. At TD Wealth Private Investment Advice I collaborate with other TD specialists, to provide the comprehensive range of expertise that you may need. Together they offer:
At the heart of our relationship is “understanding you”. Relationships are built on trust, and having a level of trust is based on communication, listening, and putting together a unique plan for you.
I am committed to developing solutions that are custom tailored to a client’s needs which includes long-term risk-adjusted investment performance. I service:
Toll Free: (866) 834-0203
Fax: (905) 682-2601
Branch Office: (905) 815-2300
Branch Fax: (905) 815-2324
Spanish, English, Italian
Niagara University - Lewiston, NY, Niagara College - Welland, ON, Wharton School of Business, Securities Industry Institute - Philadelphia, PA
Getting to know what truly matters to you is our top priority. Applying principles of behavioural finance allows me to dig deeper and understand your personality, your goals, your family, and your motivations.
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.