As an Investment Advisor for over 23 years, I have participated in the evolution of the wealth management industry. I have been privileged to represent my clients through all sorts of “life”, and I use that experience for their benefit. There is nothing more satisfying to me than to have walked with my clients down the path from formation to realization of a life goal. It is essential to establish a true understanding of your needs, through conversation, shared experiences and a resulting trust and confidence.
In addition to my detailed training and expertise, I have the added strength of the TD Financial Group behind me, and with this team, I am able to address the full spectrum of wealth considerations, from estate planning, tax efficient strategies, insurance and business succession to specialized planning for those nearing or in retirement, and individuals who are going through a divorce.